| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $197K | Sell |
555
-6
| -1% | -$2.13K | 0.06% | 120 |
|
|
2025
Q1 | $197K | Hold |
561
| – | – | 0.07% | 116 |
|
|
2024
Q4 | $177K | Buy |
561
+352
| +168% | +$111K | 0.07% | 116 |
|
|
2024
Q3 | $57.6K | Hold |
209
| – | – | 0.02% | 213 |
|
|
2024
Q2 | $55K | Hold |
209
| – | – | 0.03% | 197 |
|
|
2024
Q1 | $58.4K | Buy |
209
+14
| +7% | +$3.91K | 0.03% | 215 |
|
|
2023
Q4 | $50.8K | Buy |
+195
| New | +$50.8K | 0.03% | 220 |
|