Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,386
Closed -$202K 1078
2024
Q4
$202K Sell
2,386
-273
-10% -$23.2K ﹤0.01% 1076
2024
Q3
$266K Buy
+2,659
New +$266K ﹤0.01% 990
2020
Q1
Sell
-40
Closed -$2K 361
2019
Q4
$2K Hold
40
﹤0.01% 269
2019
Q3
$2K Hold
40
﹤0.01% 276
2019
Q2
$2K Buy
+40
New +$2K ﹤0.01% 286