Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
795
2025
Q1
Hold
0
744
2024
Q4
Hold
0
751
2024
Q3
Hold
0
699
2024
Q2
Hold
0
677
2023
Q3
Hold
0
654
2023
Q2
Hold
0
672
2022
Q1
Sell
-600
Closed -$25K 982
2021
Q4
$25K Buy
+600
New +$25K ﹤0.01% 928
2021
Q3
Hold
0
1008