| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66K | Buy |
1,340
+250
| +23% | +$12.3K | 0.03% | 160 |
|
|
2025
Q1 | $62K | Sell |
1,090
-429
| -28% | -$24.4K | 0.03% | 161 |
|
|
2024
Q4 | $87K | Sell |
1,519
-415
| -21% | -$23.8K | 0.03% | 231 |
|
|
2024
Q3 | $101K | Buy |
1,934
+501
| +35% | +$26.2K | 0.02% | 246 |
|
|
2024
Q2 | $78K | Sell |
1,433
-618
| -30% | -$33.6K | 0.01% | 265 |
|
|
2024
Q1 | $119K | Sell |
2,051
-1,929
| -48% | -$112K | 0.01% | 284 |
|
|
2023
Q4 | $195K | Buy |
3,980
+841
| +27% | +$41.2K | 0.02% | 225 |
|
|
2023
Q3 | $135K | Buy |
3,139
+1,605
| +105% | +$69K | 0.01% | 259 |
|
|
2023
Q2 | $140K | Buy |
1,534
+638
| +71% | +$58.2K | 0.01% | 277 |
|
|
2023
Q1 | $67K | Buy |
+896
| New | +$67K | ﹤0.01% | 331 |
|
|
2021
Q3 | – | Sell |
-321
| Closed | -$42K | – | 434 |
|
|
2021
Q2 | $42K | Sell |
321
-399
| -55% | -$52.2K | ﹤0.01% | 369 |
|
|
2021
Q1 | $78K | Hold |
720
| – | – | ﹤0.01% | 273 |
|
|
2020
Q4 | $92K | Hold |
720
| – | – | ﹤0.01% | 253 |
|
|
2020
Q3 | $76K | Buy |
+720
| New | +$76K | ﹤0.01% | 250 |
|