Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$61.5K Hold
175
0.01% 275
2025
Q1
$55.4K Hold
175
0.01% 286
2024
Q4
$59K Hold
175
0.01% 270
2024
Q3
$55.8K Hold
175
0.01% 288
2024
Q2
$56.3K Hold
175
0.01% 257
2024
Q1
$60.8K Buy
175
+48
+38% +$16.7K 0.01% 243
2023
Q4
$46.1K Sell
127
-48
-27% -$17.4K 0.01% 265
2023
Q3
$52.1K Hold
175
0.01% 251
2023
Q2
$57.8K Hold
175
0.01% 228
2023
Q1
$58.2K Hold
175
0.01% 226
2022
Q4
$42.3K Hold
175
0.01% 272
2022
Q3
$39K Hold
175
0.01% 282
2022
Q2
$42K Hold
175
0.01% 261
2022
Q1
$56K Buy
175
+45
+35% +$14.4K 0.02% 221
2021
Q4
$52K Hold
130
0.01% 239
2021
Q3
$44K Sell
130
-82
-39% -$27.8K 0.01% 248
2021
Q2
$74K Buy
+212
New +$74K 0.02% 191