Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
375
-1
-0.3% -$269 0.05% 159
2025
Q1
$95.2K Buy
376
+1
+0.3% +$253 0.05% 158
2024
Q4
$87.9K Hold
375
0.05% 165
2024
Q3
$95.7K Hold
375
0.05% 167
2024
Q2
$89.3K Hold
375
0.05% 163
2024
Q1
$86.6K Hold
375
0.05% 172
2023
Q4
$74.4K Hold
375
0.05% 176
2023
Q3
$63.5K Hold
375
0.05% 184
2023
Q2
$70K Hold
375
0.05% 184
2023
Q1
$62.1K Hold
375
0.04% 191
2022
Q4
$54.6K Hold
375
0.04% 189
2022
Q3
$54K Hold
375
0.04% 183
2022
Q2
$58K Hold
375
0.04% 188
2022
Q1
$66K Hold
375
0.04% 193
2021
Q4
$88K Hold
375
0.05% 189
2021
Q3
$78K Hold
375
0.05% 186
2021
Q2
$77K Hold
375
0.04% 187
2021
Q1
$80K Hold
375
0.05% 176
2020
Q4
$81K Hold
375
0.06% 173
2020
Q3
$75K Hold
375
0.07% 163
2020
Q2
$75K Hold
375
0.08% 156
2020
Q1
$58K Buy
+375
New +$58K 0.07% 162