Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$78.9K Buy
2,726
+116
+4% +$3.36K 0.02% 149
2025
Q1
$73.8K Buy
2,610
+281
+12% +$7.95K 0.02% 156
2024
Q4
$53K Hold
2,329
0.01% 184
2024
Q3
$51.2K Hold
2,329
0.01% 183
2024
Q2
$44.5K Sell
2,329
-300
-11% -$5.73K 0.01% 191
2024
Q1
$46.3K Hold
2,629
0.01% 183
2023
Q4
$44.1K Sell
2,629
-97
-4% -$1.63K 0.01% 187
2023
Q3
$40.9K Buy
2,726
+97
+4% +$1.46K 0.02% 186
2023
Q2
$41.9K Buy
2,629
+300
+13% +$4.79K 0.02% 184
2023
Q1
$44.8K Hold
2,329
0.03% 181
2022
Q4
$42.9K Sell
2,329
-27
-1% -$497 0.03% 182
2022
Q3
$36.1K Sell
2,356
-81
-3% -$1.24K 0.03% 198
2022
Q2
$51.1K Sell
2,437
-8,229
-77% -$172K 0.04% 164
2022
Q1
$190K Sell
10,666
-7,592
-42% -$135K 0.16% 81
2021
Q4
$339K Buy
+18,258
New +$339K 0.28% 58