Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$73K Sell
993
-398
-29% -$29.3K ﹤0.01% 1410
2025
Q1
$110K Buy
1,391
+26
+2% +$2.06K ﹤0.01% 1428
2024
Q4
$124K Buy
1,365
+415
+44% +$37.7K ﹤0.01% 1405
2024
Q3
$92K Buy
950
+199
+26% +$19.3K ﹤0.01% 1338
2024
Q2
$75K Hold
751
﹤0.01% 1365
2024
Q1
$99K Buy
751
+164
+28% +$21.6K ﹤0.01% 1130
2023
Q4
$70K Hold
587
﹤0.01% 1298
2023
Q3
$68K Buy
+587
New +$68K ﹤0.01% 1217