Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$33.6K Buy
366
+2
+0.5% +$184 ﹤0.01% 732
2025
Q1
$32K Buy
364
+2
+0.6% +$176 ﹤0.01% 713
2024
Q4
$33.5K Sell
362
-7
-2% -$648 ﹤0.01% 673
2024
Q3
$34.2K Buy
369
+277
+301% +$25.7K ﹤0.01% 674
2024
Q2
$6.9K Hold
92
﹤0.01% 996
2024
Q1
$7.94K Hold
92
﹤0.01% 907
2023
Q4
$6.36K Buy
+92
New +$6.36K ﹤0.01% 930