| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
3,705
+21
| +0.6% | +$608 | 0.03% | 174 |
|
|
2025
Q1 | $104K | Buy |
3,684
+25
| +0.7% | +$707 | 0.04% | 168 |
|
|
2024
Q4 | $83.3K | Buy |
3,659
+21
| +0.6% | +$478 | 0.03% | 183 |
|
|
2024
Q3 | $80K | Sell |
3,638
-289
| -7% | -$6.36K | 0.03% | 178 |
|
|
2024
Q2 | $75K | Sell |
3,927
-110
| -3% | -$2.1K | 0.03% | 171 |
|
|
2024
Q1 | $71.1K | Buy |
4,037
+6
| +0.1% | +$106 | 0.04% | 197 |
|
|
2023
Q4 | $67.6K | Buy |
+4,031
| New | +$67.6K | 0.04% | 193 |
|