Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$250K Sell
848
-12
-1% -$3.53K 0.03% 471
2025
Q1
$229K Buy
860
+27
+3% +$7.19K 0.03% 460
2024
Q4
$209K Sell
833
-280
-25% -$70.4K 0.03% 491
2024
Q3
$245K Sell
1,113
-169
-13% -$37.2K 0.04% 478
2024
Q2
$221K Sell
1,282
-12
-0.9% -$2.07K 0.04% 446
2024
Q1
$245K Hold
1,294
0.03% 425
2023
Q4
$232K Hold
1,294
0.04% 380
2023
Q3
$209K Buy
+1,294
New +$209K 0.09% 301