| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Hold |
592
| – | – | ﹤0.01% | 406 |
|
|
2025
Q1 | $16.4K | Hold |
592
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $19.3K | Hold |
592
| – | – | 0.01% | 350 |
|
|
2024
Q3 | $21.2K | Hold |
592
| – | – | 0.01% | 330 |
|
|
2024
Q2 | $20.7K | Buy |
+592
| New | +$20.7K | 0.01% | 317 |
|
|
2024
Q1 | – | Sell |
-698
| Closed | -$21K | – | 710 |
|
|
2023
Q4 | $21K | Buy |
+698
| New | +$21K | 0.01% | 324 |
|