Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.1K Sell
136
-970
-88% -$71.9K ﹤0.01% 578
2025
Q1
$72.1K Buy
1,106
+54
+5% +$3.52K 0.03% 137
2024
Q4
$89.8K Buy
1,052
+451
+75% +$38.5K 0.03% 80
2024
Q3
$46.9K Buy
+601
New +$46.9K 0.02% 151
2023
Q1
Sell
-7
Closed -$499 889
2022
Q4
$499 Buy
+7
New +$499 ﹤0.01% 449