Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
853
2025
Q1
Hold
0
798
2024
Q4
Hold
0
803
2024
Q3
Hold
0
757
2024
Q2
Hold
0
719
2024
Q1
Hold
0
702
2023
Q4
Hold
0
693
2023
Q3
Hold
0
696
2023
Q2
Hold
0
715
2023
Q1
Sell
-5,500
Closed -$132K 702
2022
Q4
$132K Buy
5,500
+2,000
+57% +$48K 0.01% 525
2022
Q3
$97K Buy
+3,500
New +$97K ﹤0.01% 601
2022
Q2
Sell
-6,860
Closed -$208K 945
2022
Q1
$208K Sell
6,860
-3,300
-32% -$100K 0.01% 665
2021
Q4
$348K Hold
10,160
0.01% 624
2021
Q3
$447K Sell
10,160
-500
-5% -$22K 0.02% 528
2021
Q2
$595K Buy
10,660
+7,360
+223% +$411K 0.02% 472
2021
Q1
$200K Sell
3,300
-2,044
-38% -$124K 0.01% 613
2020
Q4
$371K Buy
+5,344
New +$371K 0.01% 369
2019
Q3
Hold
0
639
2019
Q2
Hold
0
731