Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
783
2025
Q1
Hold
0
734
2024
Q4
Hold
0
739
2024
Q3
Sell
-5,931
Closed -$200K 688
2024
Q2
$200K Buy
+5,931
New +$200K 0.01% 455
2023
Q4
Hold
0
634
2023
Q3
Hold
0
638
2023
Q2
Hold
0
660