Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126K Buy
2,933
+68
+2% +$2.92K ﹤0.01% 1237
2025
Q1
$63.2K Sell
2,865
-232
-7% -$5.12K ﹤0.01% 1497
2024
Q4
$129K Buy
3,097
+29
+0.9% +$1.21K ﹤0.01% 1136
2024
Q3
$26.8K Buy
3,068
+68
+2% +$594 ﹤0.01% 1911
2024
Q2
$21.1K Buy
+3,000
New +$21.1K ﹤0.01% 1939
2024
Q1
Sell
-5
Closed -$62 3350
2023
Q4
$62 Hold
5
﹤0.01% 3243
2023
Q3
$74 Buy
+5
New +$74 ﹤0.01% 3290
2021
Q2
Sell
-892
Closed -$10K 2968
2021
Q1
$10K Buy
+892
New +$10K ﹤0.01% 1903