| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,573
| Closed | -$85.2K | – | 1002 |
|
|
2024
Q4 | $85.2K | Hold |
1,573
| – | – | ﹤0.01% | 854 |
|
|
2024
Q3 | $95.3K | Hold |
1,573
| – | – | ﹤0.01% | 875 |
|
|
2024
Q2 | $81.5K | Buy |
+1,573
| New | +$81.5K | ﹤0.01% | 949 |
|
|
2020
Q2 | – | Sell |
-3,184
| Closed | -$166K | – | 922 |
|
|
2020
Q1 | $166K | Buy |
+3,184
| New | +$166K | ﹤0.01% | 678 |
|
|
2019
Q4 | – | Sell |
-3,184
| Closed | -$201K | – | 878 |
|
|
2019
Q3 | $201K | Buy |
+3,184
| New | +$201K | ﹤0.01% | 641 |
|