Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$73K Hold
36,460
﹤0.01% 1149
2025
Q1
$69K Buy
+36,460
New +$69K ﹤0.01% 1143
2023
Q4
Sell
-32,725
Closed -$57K 1192
2023
Q3
$57K Hold
32,725
﹤0.01% 1063
2023
Q2
$69K Buy
+32,725
New +$69K ﹤0.01% 1049
2022
Q4
Sell
-11,860
Closed -$26K 1205
2022
Q3
$26K Buy
+11,860
New +$26K ﹤0.01% 1150
2022
Q1
Sell
-11,410
Closed -$38K 1251
2021
Q4
$38K Buy
+11,410
New +$38K ﹤0.01% 944