Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-979
Closed -$241K 147
2024
Q4
$241K Hold
979
0.04% 138
2024
Q3
$224K Buy
+979
New +$224K 0.05% 106
2021
Q1
Sell
-4,000
Closed -$522K 139
2020
Q4
$522K Buy
+4,000
New +$522K 0.14% 87