Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-6,240
Closed -$203K 720
2025
Q1
$203K Buy
+6,240
New +$203K 0.01% 499
2024
Q4
Hold
0
679
2024
Q3
Hold
0
635
2024
Q2
Hold
0
612
2023
Q3
Hold
0
600
2023
Q2
Hold
0
622
2023
Q1
Hold
0
601