Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30K Hold
1,503
﹤0.01% 1970
2025
Q1
$12K Hold
1,503
﹤0.01% 2289
2024
Q4
$16K Hold
1,503
﹤0.01% 2214
2024
Q3
$16K Hold
1,503
﹤0.01% 2228
2024
Q2
$16K Hold
1,503
﹤0.01% 2216
2024
Q1
$20K Sell
1,503
-2,360
-61% -$31.4K ﹤0.01% 2128
2023
Q4
$52K Sell
3,863
-447
-10% -$6.02K ﹤0.01% 2229
2023
Q3
$45K Hold
4,310
﹤0.01% 2298
2023
Q2
$66K Sell
4,310
-236
-5% -$3.61K ﹤0.01% 2212
2023
Q1
$46K Sell
4,546
-1,085
-19% -$11K ﹤0.01% 2336
2022
Q4
$57K Hold
5,631
﹤0.01% 2363
2022
Q3
$53K Buy
5,631
+99
+2% +$932 ﹤0.01% 2433
2022
Q2
$57K Sell
5,532
-1,575
-22% -$16.2K ﹤0.01% 2410
2022
Q1
$123K Buy
+7,107
New +$123K ﹤0.01% 2121
2021
Q4
Sell
-7,589
Closed -$214K 2169
2021
Q3
$214K Sell
7,589
-443
-6% -$12.5K ﹤0.01% 1971
2021
Q2
$291K Buy
+8,032
New +$291K ﹤0.01% 1902