| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
5,357
-944
| -15% | -$47.1K | ﹤0.01% | 527 |
|
|
2025
Q1 | $208K | Sell |
6,301
-1,594
| -20% | -$52.7K | ﹤0.01% | 500 |
|
|
2024
Q4 | $303K | Buy |
7,895
+183
| +2% | +$7.03K | 0.01% | 500 |
|
|
2024
Q3 | $258K | Buy |
7,712
+4,959
| +180% | +$166K | 0.01% | 518 |
|
|
2024
Q2 | $81.2K | Sell |
2,753
-4,197
| -60% | -$124K | ﹤0.01% | 583 |
|
|
2024
Q1 | $199K | Sell |
6,950
-655
| -9% | -$18.7K | ﹤0.01% | 568 |
|
|
2023
Q4 | $232K | Hold |
7,605
| – | – | ﹤0.01% | 578 |
|
|
2023
Q3 | $205K | Sell |
7,605
-7,621
| -50% | -$206K | ﹤0.01% | 601 |
|
|
2023
Q2 | $421K | Buy |
15,226
+7,451
| +96% | +$206K | 0.01% | 464 |
|
|
2023
Q1 | $179K | Buy |
+7,775
| New | +$179K | ﹤0.01% | 498 |
|