Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
845
2025
Q1
Hold
0
786
2024
Q4
Hold
0
794
2024
Q3
Hold
0
749
2024
Q2
Hold
0
711
2024
Q1
Hold
0
695
2023
Q4
Hold
0
687
2023
Q3
Hold
0
687
2023
Q2
Hold
0
703
2022
Q4
Sell
-500
Closed -$18K 839
2022
Q3
$18K Buy
+500
New +$18K ﹤0.01% 670
2022
Q1
Sell
-4,400
Closed -$454K 1020
2021
Q4
$454K Buy
+4,400
New +$454K 0.02% 550