Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $120K | Sell |
12,572
-549
| -4% | -$5.23K | ﹤0.01% | 3623 |
|
2025
Q1 | $90.7K | Sell |
13,121
-583
| -4% | -$4.03K | ﹤0.01% | 3626 |
|
2024
Q4 | $140K | Buy |
13,704
+237
| +2% | +$2.42K | ﹤0.01% | 3567 |
|
2024
Q3 | $104K | Buy |
13,467
+151
| +1% | +$1.17K | ﹤0.01% | 3601 |
|
2024
Q2 | $100K | Buy |
+13,316
| New | +$100K | ﹤0.01% | 3739 |
|