Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6K Hold
1,947
﹤0.01% 2692
2025
Q1
$5K Hold
1,947
﹤0.01% 2695
2024
Q4
$7K Hold
1,947
﹤0.01% 2625
2024
Q3
$7K Hold
1,947
﹤0.01% 2646
2024
Q2
$8K Buy
+1,947
New +$8K ﹤0.01% 2578
2023
Q2
Sell
-7,515
Closed -$19K 3118
2023
Q1
$19K Sell
7,515
-1,132
-13% -$2.86K ﹤0.01% 2673
2022
Q4
$44K Hold
8,647
﹤0.01% 2483
2022
Q3
$77K Buy
8,647
+136
+2% +$1.21K ﹤0.01% 2270
2022
Q2
$69K Buy
8,511
+2,011
+31% +$16.3K ﹤0.01% 2333
2022
Q1
$65K Buy
+6,500
New +$65K ﹤0.01% 2348