Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
859
2024
Q4
Hold
0
847
2024
Q3
Hold
0
813
2024
Q2
Hold
0
775
2024
Q1
Hold
0
750
2023
Q3
Sell
-5,200
Closed -$586K 741
2023
Q2
$586K Buy
+5,200
New +$586K 0.04% 239