Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,855
Closed -$18.8K 1601
2025
Q1
$18.8K Sell
20,855
-6,699
-24% -$6.03K ﹤0.01% 1100
2024
Q4
$50.1K Buy
27,554
+15,064
+121% +$27.4K 0.01% 996
2024
Q3
$21K Buy
+12,490
New +$21K ﹤0.01% 1244
2024
Q2
Sell
-17,152
Closed -$42K 1653
2024
Q1
$42K Buy
17,152
+2,117
+14% +$5.19K ﹤0.01% 1095
2023
Q4
$19.4K Buy
+15,035
New +$19.4K ﹤0.01% 1160