Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
2,145
-355
-14% -$57.4K 0.01% 196
2025
Q1
$267K Hold
2,500
0.01% 201
2024
Q4
$308K Sell
2,500
-400
-14% -$49.3K 0.01% 205
2024
Q3
$415K Hold
2,900
0.02% 195
2024
Q2
$474K Buy
2,900
+400
+16% +$65.4K 0.02% 182
2024
Q1
$312K Buy
2,500
+420
+20% +$52.5K 0.01% 207
2023
Q4
$156K Buy
2,080
+2,000
+2,500% +$150K 0.01% 232
2023
Q3
$4.28K Buy
+80
New +$4.28K ﹤0.01% 381