Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$63.3K Hold
79
﹤0.01% 306
2025
Q1
$52.3K Buy
+79
New +$52.3K ﹤0.01% 310
2024
Q1
Sell
-148
Closed -$112K 282
2023
Q4
$112K Buy
+148
New +$112K 0.01% 261
2022
Q1
Sell
-573
Closed -$456K 274
2021
Q4
$456K Hold
573
0.04% 137
2021
Q3
$427K Buy
573
+145
+34% +$108K 0.04% 133
2021
Q2
$296K Buy
428
+4
+0.9% +$2.77K 0.03% 166
2021
Q1
$262K Buy
424
+75
+21% +$46.3K 0.03% 160
2020
Q4
$170K Buy
+349
New +$170K 0.02% 196