| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9K | Hold |
271
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $67.4K | Hold |
271
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $59.5K | Sell |
271
-68
| -20% | -$14.9K | 0.02% | 217 |
|
|
2024
Q3 | $75.1K | Sell |
339
-104
| -23% | -$23.1K | 0.03% | 183 |
|
|
2024
Q2 | $76.6K | Buy |
443
+103
| +30% | +$17.8K | 0.04% | 169 |
|
|
2024
Q1 | $64.9K | Hold |
340
| – | – | 0.04% | 209 |
|
|
2023
Q4 | $55.6K | Buy |
+340
| New | +$55.6K | 0.03% | 212 |
|