| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.5K | Sell |
364
-4
| -1% | -$610 | 0.02% | 230 |
|
|
2025
Q1 | $54.1K | Buy |
368
+36
| +11% | +$5.29K | 0.02% | 233 |
|
|
2024
Q4 | $42.9K | Buy |
332
+4
| +1% | +$517 | 0.02% | 256 |
|
|
2024
Q3 | $44.9K | Buy |
328
+5
| +2% | +$684 | 0.02% | 252 |
|
|
2024
Q2 | $33K | Buy |
323
+90
| +39% | +$9.2K | 0.02% | 268 |
|
|
2024
Q1 | $24.7K | Buy |
+233
| New | +$24.7K | 0.01% | 312 |
|