Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,452
Closed -$6K 3129
2025
Q1
$6K Hold
2,452
﹤0.01% 2619
2024
Q4
$8K Hold
2,452
﹤0.01% 2568
2024
Q3
$12K Hold
2,452
﹤0.01% 2371
2024
Q2
$11K Hold
2,452
﹤0.01% 2404
2024
Q1
$17K Sell
2,452
-1,447
-37% -$10K ﹤0.01% 2210
2023
Q4
$29K Sell
3,899
-382
-9% -$2.84K ﹤0.01% 2485
2023
Q3
$44K Buy
+4,281
New +$44K ﹤0.01% 2310