Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$67.1K Buy
189
+52
+38% +$18.5K 0.02% 168
2025
Q1
$48K Sell
137
-277
-67% -$97.1K 0.01% 191
2024
Q4
$131K Sell
414
-3
-0.7% -$947 0.03% 120
2024
Q3
$115K Sell
417
-37
-8% -$10.2K 0.03% 126
2024
Q2
$119K Buy
454
+212
+88% +$55.6K 0.03% 118
2024
Q1
$67.4K Hold
242
0.02% 153
2023
Q4
$62.9K Hold
242
0.02% 156
2023
Q3
$55.6K Hold
242
0.02% 157
2023
Q2
$57.4K Hold
242
0.02% 149
2023
Q1
$54.5K Hold
242
0.03% 162
2022
Q4
$50.2K Sell
242
-178
-42% -$36.9K 0.03% 168
2022
Q3
$74.5K Hold
420
0.07% 129
2022
Q2
$82.6K Sell
420
-500
-54% -$98.3K 0.07% 119
2022
Q1
$204K Sell
920
-451
-33% -$100K 0.17% 77
2021
Q4
$297K Buy
+1,371
New +$297K 0.25% 67