Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,600
Closed -$35.7K 666
2025
Q1
$35.7K Buy
+4,600
New +$35.7K ﹤0.01% 482
2024
Q4
Sell
-46,052
Closed -$346K 657
2024
Q3
$346K Buy
46,052
+2,207
+5% +$16.6K 0.01% 265
2024
Q2
$338K Buy
+43,845
New +$338K 0.01% 235
2021
Q4
Hold
0
671
2021
Q3
Hold
0
641
2021
Q2
Hold
0
542
2021
Q1
Hold
0
493