Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,000
Closed -$157K 392
2024
Q4
$157K Buy
+7,000
New +$157K 0.01% 101
2022
Q1
Sell
-48
Closed -$7K 615
2021
Q4
$7K Buy
+48
New +$7K ﹤0.01% 479