Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
852
2025
Q1
Hold
0
795
2024
Q4
Hold
0
801
2024
Q3
Hold
0
756
2024
Q2
Hold
0
717
2024
Q1
Hold
0
700
2023
Q4
Hold
0
691
2023
Q3
Hold
0
695
2023
Q2
Hold
0
713
2022
Q1
Sell
-300
Closed -$68K 1028
2021
Q4
$68K Buy
+300
New +$68K ﹤0.01% 846
2021
Q3
Hold
0
1055