Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$11K Hold
1,453
﹤0.01% 2416
2025
Q1
$11K Hold
1,453
﹤0.01% 2350
2024
Q4
$15K Hold
1,453
﹤0.01% 2255
2024
Q3
$13K Hold
1,453
﹤0.01% 2343
2024
Q2
$12K Sell
1,453
-12,530
-90% -$103K ﹤0.01% 2369
2024
Q1
$169K Sell
13,983
-2,286
-14% -$27.6K ﹤0.01% 1635
2023
Q4
$179K Sell
16,269
-793
-5% -$8.73K ﹤0.01% 1822
2023
Q3
$168K Hold
17,062
﹤0.01% 1842
2023
Q2
$224K Sell
17,062
-483
-3% -$6.34K ﹤0.01% 1786
2023
Q1
$192K Sell
17,545
-1,327
-7% -$14.5K ﹤0.01% 1821
2022
Q4
$162K Buy
+18,872
New +$162K ﹤0.01% 1938