Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-800
Closed -$48.3K 520
2024
Q4
$48.3K Hold
800
0.02% 224
2024
Q3
$60.1K Hold
800
0.02% 202
2024
Q2
$58.1K Sell
800
-200
-20% -$14.5K 0.02% 255
2024
Q1
$77K Hold
1,000
0.03% 212
2023
Q4
$61.6K Hold
1,000
0.03% 174
2023
Q3
$46K Hold
1,000
0.02% 246
2023
Q2
$43K Hold
1,000
0.02% 256
2023
Q1
$32K Hold
1,000
0.02% 299
2022
Q4
$25K Hold
1,000
0.01% 337
2022
Q3
$27K Hold
1,000
0.01% 320
2022
Q2
$20K Hold
1,000
0.01% 387
2022
Q1
$36K Hold
1,000
0.01% 301
2021
Q4
$42K Hold
1,000
0.02% 289
2021
Q3
$45K Hold
1,000
0.02% 280
2021
Q2
$40K Hold
1,000
0.02% 294
2021
Q1
$55K Hold
1,000
0.03% 254
2020
Q4
$51K Hold
1,000
0.03% 252
2020
Q3
$51K Hold
1,000
0.03% 247
2020
Q2
$31K Buy
1,000
+500
+100% +$15.5K 0.02% 278
2020
Q1
$15K Hold
500
0.01% 386
2019
Q4
$15K Buy
+500
New +$15K 0.01% 382