Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$40K Hold
1,647
﹤0.01% 1889
2025
Q1
$15K Buy
1,647
+150
+10% +$1.37K ﹤0.01% 2186
2024
Q4
$18K Hold
1,497
﹤0.01% 2160
2024
Q3
$9K Hold
1,497
﹤0.01% 2507
2024
Q2
$15K Buy
+1,497
New +$15K ﹤0.01% 2242
2024
Q1
Sell
-1
Closed 2966
2023
Q4
$0 Hold
1
﹤0.01% 2998
2023
Q3
$0 Hold
1
﹤0.01% 3020
2023
Q2
$0 Sell
1
-3,046
-100% ﹤0.01% 3099
2023
Q1
$25K Buy
3,047
+1,233
+68% +$10.1K ﹤0.01% 2567
2022
Q4
$16K Hold
1,814
﹤0.01% 2801
2022
Q3
$17K Hold
1,814
﹤0.01% 2856
2022
Q2
$29K Sell
1,814
-554
-23% -$8.86K ﹤0.01% 2738
2022
Q1
$107K Sell
2,368
-389
-14% -$17.6K ﹤0.01% 2170
2021
Q4
$143K Buy
+2,757
New +$143K ﹤0.01% 2023