Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$606K Hold
5,853
﹤0.01% 974
2025
Q1
$655K Hold
5,853
0.01% 915
2024
Q4
$657K Hold
5,853
0.01% 928
2024
Q3
$638K Hold
5,853
0.01% 921
2024
Q2
$491K Hold
5,853
﹤0.01% 986
2024
Q1
$513K Hold
5,853
﹤0.01% 979
2023
Q4
$482K Hold
5,853
﹤0.01% 968
2023
Q3
$384K Hold
5,853
﹤0.01% 995
2023
Q2
$378K Hold
5,853
﹤0.01% 1004
2023
Q1
$369K Hold
5,853
﹤0.01% 1003
2022
Q4
$284K Hold
5,853
﹤0.01% 1073
2022
Q3
$272K Hold
5,853
﹤0.01% 1043
2022
Q2
$287K Hold
5,853
﹤0.01% 1029
2022
Q1
$329K Sell
5,853
-210
-3% -$11.8K ﹤0.01% 1039
2021
Q4
$423K Hold
6,063
﹤0.01% 934
2021
Q3
$376K Hold
6,063
﹤0.01% 930
2021
Q2
$271K Hold
6,063
﹤0.01% 1032
2021
Q1
$207K Hold
6,063
﹤0.01% 1088
2020
Q4
$214K Buy
+6,063
New +$214K ﹤0.01% 949