Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
838
2025
Q1
Hold
0
779
2024
Q4
Hold
0
786
2024
Q3
Hold
0
739
2024
Q2
Hold
0
705
2024
Q1
Hold
0
686
2023
Q4
Hold
0
679
2023
Q3
Hold
0
677
2023
Q2
Hold
0
696
2022
Q2
Sell
-6,500
Closed -$89K 937
2022
Q1
$89K Buy
+6,500
New +$89K ﹤0.01% 736