Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,760
Closed -$1.1M 691
2025
Q1
$1.1M Buy
5,760
+5,070
+735% +$965K 0.06% 221
2024
Q4
$151K Buy
+690
New +$151K 0.01% 544
2024
Q3
Hold
0
606
2024
Q2
Hold
0
583
2024
Q1
Hold
0
572
2023
Q4
Hold
0
550
2022
Q4
Hold
0
713
2022
Q3
Hold
0
764
2016
Q1
Sell
-6,000
Closed -$203K 466
2015
Q4
$203K Buy
+6,000
New +$203K 0.01% 395