Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-47
Closed -$19.7K 355
2024
Q4
$19.7K Buy
47
+2
+4% +$837 ﹤0.01% 233
2024
Q3
$21.5K Sell
45
-2
-4% -$954 ﹤0.01% 157
2024
Q2
$20.6K Sell
47
-5
-10% -$2.19K ﹤0.01% 173
2024
Q1
$24.1K Buy
+52
New +$24.1K ﹤0.01% 177
2019
Q2
Sell
-405
Closed -$71K 386
2019
Q1
$71K Buy
+405
New +$71K ﹤0.01% 109