Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-7,204
Closed -$356K 1043
2024
Q4
$356K Buy
+7,204
New +$356K 0.06% 561
2023
Q3
Sell
-5,881
Closed -$233K 823
2023
Q2
$233K Buy
+5,881
New +$233K 0.07% 531
2018
Q2
Sell
-8,452
Closed -$376K 780
2018
Q1
$376K Buy
+8,452
New +$376K 0.09% 416