Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.8K Hold
79
﹤0.01% 438
2025
Q1
$3.84K Buy
79
+15
+23% +$729 ﹤0.01% 526
2024
Q4
$3.1K Buy
64
+2
+3% +$97 ﹤0.01% 552
2024
Q3
$3.85K Buy
+62
New +$3.85K ﹤0.01% 550
2024
Q1
Sell
-500
Closed -$34.2K 1651
2023
Q4
$34.2K Hold
500
0.01% 196
2023
Q3
$28.4K Hold
500
0.01% 205
2023
Q2
$29.8K Hold
500
0.01% 189
2023
Q1
$31.7K Hold
500
0.01% 182
2022
Q4
$31K Hold
500
0.01% 188
2022
Q3
$25K Buy
+500
New +$25K 0.01% 217