| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
750
-150
| -17% | -$44.2K | 0.21% | 45 |
|
|
2025
Q1 | $224K | Sell |
900
-50
| -5% | -$12.4K | 0.3% | 48 |
|
|
2024
Q4 | $209K | Sell |
950
-100
| -10% | -$22K | 0.11% | 50 |
|
|
2024
Q3 | $232K | Hold |
1,050
| – | – | 0.13% | 47 |
|
|
2024
Q2 | $182K | Hold |
1,050
| – | – | 0.11% | 44 |
|
|
2024
Q1 | $201K | Buy |
+1,050
| New | +$201K | 0.14% | 44 |
|