Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.1K Sell
719
-452
-39% -$10.1K ﹤0.01% 281
2025
Q1
$26.6K Buy
1,171
+96
+9% +$2.18K 0.01% 235
2024
Q4
$21.6K Sell
1,075
-699
-39% -$14K 0.01% 270
2024
Q3
$41.6K Hold
1,774
0.01% 199
2024
Q2
$54.9K Hold
1,774
0.02% 174
2024
Q1
$78.3K Buy
1,774
+177
+11% +$7.82K 0.02% 136
2023
Q4
$80.2K Hold
1,597
0.03% 132
2023
Q3
$56.8K Buy
1,597
+1
+0.1% +$36 0.02% 155
2023
Q2
$53.4K Hold
1,596
0.02% 159
2023
Q1
$52.2K Sell
1,596
-100
-6% -$3.27K 0.03% 171
2022
Q4
$44.8K Buy
1,696
+1
+0.1% +$26 0.03% 177
2022
Q3
$43.7K Sell
1,695
-676
-29% -$17.4K 0.04% 184
2022
Q2
$88.7K Sell
2,371
-300
-11% -$11.2K 0.07% 112
2022
Q1
$132K Sell
2,671
-100
-4% -$4.96K 0.11% 101
2021
Q4
$143K Buy
+2,771
New +$143K 0.12% 116