Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
718
2025
Q1
Hold
0
676
2024
Q4
Hold
0
676
2024
Q3
Hold
0
632
2024
Q2
Hold
0
610
2023
Q4
Hold
0
570
2023
Q3
Hold
0
598
2022
Q2
Sell
-10,000
Closed -$410K 857
2022
Q1
$410K Buy
+10,000
New +$410K 0.01% 531