Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
729
2025
Q1
Hold
0
686
2024
Q4
Hold
0
688
2021
Q4
Sell
-6,407
Closed -$270K 1010
2021
Q3
$270K Hold
6,407
0.01% 644
2021
Q2
$284K Hold
6,407
0.01% 622
2021
Q1
$299K Hold
6,407
0.01% 541
2020
Q4
$248K Buy
+6,407
New +$248K 0.01% 425
2020
Q1
Sell
-8,540
Closed -$252K 447
2019
Q4
$252K Hold
8,540
0.01% 328
2019
Q3
$239K Hold
8,540
0.02% 326
2019
Q2
$253K Buy
+8,540
New +$253K 0.01% 317