Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$48K Buy
6,044
+100
+2% +$794 ﹤0.01% 1153
2025
Q1
$46K Sell
5,944
-1,000
-14% -$7.74K ﹤0.01% 1161
2024
Q4
$69K Hold
6,944
﹤0.01% 1121
2024
Q3
$41K Buy
+6,944
New +$41K ﹤0.01% 1196
2024
Q1
$37K Sell
6,944
-300
-4% -$1.6K ﹤0.01% 1190
2023
Q4
$34K Sell
7,244
-1,900
-21% -$8.92K ﹤0.01% 1209
2023
Q3
$53K Hold
9,144
﹤0.01% 1180
2023
Q2
$62K Buy
9,144
+100
+1% +$678 ﹤0.01% 1196
2023
Q1
$54K Hold
9,044
﹤0.01% 1180
2022
Q4
$57K Buy
+9,044
New +$57K ﹤0.01% 1250