Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$336K Hold
10,692
0.08% 233
2025
Q1
$375K Hold
10,692
0.1% 229
2024
Q4
$455K Hold
10,692
0.12% 227
2024
Q3
$227K Hold
10,692
0.06% 260
2024
Q2
$215K Hold
10,692
0.06% 256
2024
Q1
$212K Hold
10,692
0.05% 281
2023
Q4
$184K Hold
10,692
0.05% 315
2023
Q3
$131K Hold
10,692
0.04% 327
2023
Q2
$159K Sell
10,692
-7,196
-40% -$107K 0.04% 317
2023
Q1
$196K Sell
17,888
-550
-3% -$6.04K 0.05% 277
2022
Q4
$169K Hold
18,438
0.05% 302
2022
Q3
$115K Hold
18,438
0.04% 320
2022
Q2
$60.1K Hold
18,438
0.02% 378
2022
Q1
$89.1K Hold
18,438
0.02% 352
2021
Q4
$70.4K Buy
+18,438
New +$70.4K 0.02% 387