Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
743
2025
Q1
Hold
0
696
2024
Q4
Hold
0
700
2024
Q3
Hold
0
662
2024
Q2
Hold
0
639
2024
Q1
Hold
0
615
2023
Q3
Sell
-15,771
Closed -$249K 615
2023
Q2
$249K Buy
+15,771
New +$249K 0.02% 408