Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$77.8K Buy
511
+16
+3% +$2.44K 0.02% 151
2025
Q1
$72.7K Sell
495
-1,000
-67% -$147K 0.02% 157
2024
Q4
$193K Buy
1,495
+900
+151% +$116K 0.05% 96
2024
Q3
$81.3K Sell
595
-1,000
-63% -$137K 0.02% 144
2024
Q2
$163K Sell
1,595
-173
-10% -$17.7K 0.05% 96
2024
Q1
$157K Buy
1,768
+1,196
+209% +$106K 0.05% 93
2023
Q4
$52.3K Hold
572
0.02% 173
2023
Q3
$44.8K Hold
572
0.02% 178
2023
Q2
$47.8K Sell
572
-52
-8% -$4.35K 0.02% 171
2023
Q1
$54.9K Hold
624
0.03% 159
2022
Q4
$62.6K Hold
624
0.04% 151
2022
Q3
$57.7K Buy
624
+28
+5% +$2.59K 0.05% 160
2022
Q2
$64.4K Sell
596
-148
-20% -$16K 0.05% 145
2022
Q1
$92.6K Hold
744
0.08% 129
2021
Q4
$110K Buy
+744
New +$110K 0.09% 135