Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-20,000
Closed -$289K 701
2025
Q1
$289K Buy
+20,000
New +$289K 0.02% 462
2024
Q1
Hold
0
578
2023
Q4
Hold
0
555
2023
Q2
Hold
0
610
2023
Q1
Hold
0
579
2022
Q4
Hold
0
718
2022
Q3
Hold
0
768