| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
646
-333
| -34% | -$118K | 0.22% | 44 |
|
|
2025
Q1 | $343K | Hold |
979
| – | – | 0.46% | 36 |
|
|
2024
Q4 | $309K | Hold |
979
| – | – | 0.16% | 42 |
|
|
2024
Q3 | $269K | Hold |
979
| – | – | 0.15% | 41 |
|
|
2024
Q2 | $257K | Buy |
979
+50
| +5% | +$13.1K | 0.16% | 40 |
|
|
2024
Q1 | $259K | Buy |
+929
| New | +$259K | 0.18% | 40 |
|