Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-107
Closed -$26K 820
2024
Q4
$26K Buy
+107
New +$26K ﹤0.01% 611
2021
Q1
Sell
-7,286
Closed -$1.7M 836
2020
Q4
$1.7M Buy
7,286
+100
+1% +$23.4K 0.07% 154
2020
Q3
$1.31M Buy
7,186
+300
+4% +$54.5K 0.06% 155
2020
Q2
$1.24M Buy
+6,886
New +$1.24M 0.07% 141
2020
Q1
Hold
0
544
2019
Q4
Hold
0
531
2019
Q3
Hold
0
651
2019
Q2
Hold
0
735