Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70.5K Hold
480
0.02% 363
2025
Q1
$75.4K Hold
480
0.02% 358
2024
Q4
$84.2K Hold
480
0.02% 337
2024
Q3
$101K Hold
480
0.03% 325
2024
Q2
$85K Hold
480
0.02% 337
2024
Q1
$114K Hold
480
0.03% 337
2023
Q4
$93.4K Hold
480
0.02% 351
2023
Q3
$90.3K Hold
480
0.03% 356
2023
Q2
$87.4K Hold
480
0.02% 347
2023
Q1
$88.3K Hold
480
0.02% 362
2022
Q4
$78.6K Sell
480
-6,900
-93% -$1.13M 0.02% 385
2022
Q3
$937K Sell
7,380
-100
-1% -$12.7K 0.31% 86
2022
Q2
$1.16M Hold
7,480
0.36% 70
2022
Q1
$1.33M Hold
7,480
0.35% 88
2021
Q4
$1.05M Buy
7,480
+480
+7% +$67.4K 0.26% 144
2021
Q3
$1.23M Sell
7,000
-300
-4% -$52.8K 0.34% 96
2021
Q2
$1.42M Hold
7,300
0.36% 79
2021
Q1
$1.53M Sell
7,300
-200
-3% -$41.8K 0.41% 62
2020
Q4
$1.53M Buy
+7,500
New +$1.53M 0.43% 66