| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Hold |
300
| – | – | 0.04% | 114 |
|
|
2025
Q1 | $98.7K | Hold |
300
| – | – | 0.04% | 116 |
|
|
2024
Q4 | $82.8K | Hold |
300
| – | – | 0.03% | 118 |
|
|
2024
Q3 | $104K | Hold |
300
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $99.2K | Hold |
300
| – | – | 0.04% | 118 |
|
|
2024
Q1 | $109K | Sell |
300
-30
| -9% | -$10.9K | 0.04% | 117 |
|
|
2023
Q4 | $98.8K | Hold |
330
| – | – | 0.04% | 115 |
|
|
2023
Q3 | $94.4K | Buy |
+330
| New | +$94.4K | 0.05% | 109 |
|