Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$165K Sell
543
-17
-3% -$5.17K 0.07% 226
2025
Q1
$150K Hold
560
0.07% 229
2024
Q4
$138K Hold
560
0.06% 246
2024
Q3
$128K Sell
560
-150
-21% -$34.3K 0.06% 252
2024
Q2
$143K Hold
710
0.07% 221
2024
Q1
$138K Hold
710
0.08% 209
2023
Q4
$110K Hold
710
0.07% 212
2023
Q3
$92K Buy
710
+17
+2% +$2.2K 0.07% 224
2023
Q2
$95K Hold
693
0.07% 215
2023
Q1
$88K Hold
693
0.07% 210
2022
Q4
$72K Hold
693
0.06% 229
2022
Q3
$57K Sell
693
-100
-13% -$8.23K 0.06% 248
2022
Q2
$72K Hold
793
0.07% 230
2022
Q1
$88K Buy
+793
New +$88K 0.07% 222