Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,100
Closed -$520K 688
2024
Q4
$520K Buy
+3,100
New +$520K 0.02% 374
2024
Q3
Hold
0
648
2024
Q2
Sell
-293
Closed -$40.4K 627
2024
Q1
$40.4K Buy
+293
New +$40.4K ﹤0.01% 515
2023
Q4
Hold
0
584
2023
Q3
Hold
0
607
2023
Q2
Hold
0
630
2022
Q4
Hold
0
751
2022
Q3
Hold
0
795