Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
730
2025
Q1
Hold
0
687
2024
Q4
Hold
0
689
2024
Q3
Sell
-109
Closed -$14K 645
2024
Q2
$14K Buy
+109
New +$14K ﹤0.01% 539
2024
Q1
Hold
0
604
2023
Q4
Hold
0
583
2023
Q3
Hold
0
606
2023
Q2
Hold
0
628
2023
Q1
Hold
0
608
2022
Q4
Sell
-1,000
Closed -$20K 749
2022
Q3
$20K Sell
1,000
-2,500
-71% -$50K ﹤0.01% 664
2022
Q2
$79K Sell
3,500
-1,300
-27% -$29.3K ﹤0.01% 698
2022
Q1
$573K Buy
4,800
+4,300
+860% +$513K 0.02% 469
2021
Q4
$116K Buy
+500
New +$116K ﹤0.01% 786
2021
Q3
Hold
0
971
2021
Q2
Sell
-500
Closed -$131K 866
2021
Q1
$131K Buy
500
+200
+67% +$52.4K 0.01% 638
2020
Q4
$72K Buy
+300
New +$72K ﹤0.01% 529
2020
Q3
Hold
0
539
2020
Q2
Hold
0
440
2020
Q1
Hold
0
451