Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-834
| Closed | -$59.2K | – | 63 |
|
2025
Q1 | $59.2K | Buy |
834
+502
| +151% | +$35.6K | 0.08% | 64 |
|
2024
Q4 | $23.4K | Buy |
332
+2
| +0.6% | +$141 | 0.01% | 83 |
|
2024
Q3 | $20.6K | Buy |
330
+3
| +0.9% | +$187 | 0.01% | 80 |
|
2024
Q2 | $20.7K | Buy |
327
+3
| +0.9% | +$190 | 0.01% | 83 |
|
2024
Q1 | $20.5K | Buy |
+324
| New | +$20.5K | 0.01% | 82 |
|