| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
2,150
-800
| -27% | -$122K | 0.31% | 39 |
|
|
2025
Q1 | $433K | Sell |
2,950
-175
| -6% | -$25.7K | 0.58% | 32 |
|
|
2024
Q4 | $403K | Hold |
3,125
| – | – | 0.21% | 36 |
|
|
2024
Q3 | $427K | Hold |
3,125
| – | – | 0.24% | 36 |
|
|
2024
Q2 | $319K | Hold |
3,125
| – | – | 0.2% | 35 |
|
|
2024
Q1 | $331K | Buy |
+3,125
| New | +$331K | 0.23% | 37 |
|