Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
832
2024
Q3
Sell
-10,000
Closed -$127K 731
2024
Q2
$127K Buy
+10,000
New +$127K 0.01% 480
2023
Q3
Hold
0
674
2023
Q2
Hold
0
694
2023
Q1
Hold
0
685
2022
Q4
Hold
0
829