Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-27
Closed -$479 2987
2025
Q1
$479 Hold
27
﹤0.01% 2701
2024
Q4
$451 Buy
+27
New +$451 ﹤0.01% 2556
2022
Q4
$37.5K Buy
+1,050
New +$37.5K ﹤0.01% 1088
2022
Q3
Sell
-1,102
Closed -$25K 1271
2022
Q2
$25K Buy
+1,102
New +$25K ﹤0.01% 1163
2022
Q1
Sell
-1,099
Closed -$78K 1273
2021
Q4
$78K Buy
+1,099
New +$78K 0.01% 849