Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.72K Hold
500
﹤0.01% 1376
2025
Q1
$1.91K Hold
500
﹤0.01% 1313
2024
Q4
$2.18K Sell
500
-2,000
-80% -$8.72K ﹤0.01% 1236
2024
Q3
$16.7K Hold
2,500
﹤0.01% 839
2024
Q2
$10.4K Hold
2,500
﹤0.01% 908
2024
Q1
$11.3K Buy
2,500
+2,000
+400% +$9K ﹤0.01% 830
2023
Q4
$4.54K Hold
500
﹤0.01% 999
2023
Q3
$4.52K Hold
500
﹤0.01% 986
2023
Q2
$4.85K Hold
500
﹤0.01% 995
2023
Q1
$5.26K Buy
+500
New +$5.26K ﹤0.01% 967
2022
Q4
Sell
-500
Closed -$8K 747
2022
Q3
$8K Hold
500
﹤0.01% 813
2022
Q2
$11K Hold
500
﹤0.01% 743
2022
Q1
$11K Sell
500
-375
-43% -$8.25K ﹤0.01% 709
2021
Q4
$28K Sell
875
-98
-10% -$3.14K 0.01% 522
2021
Q3
$35K Sell
973
-1,349
-58% -$48.5K 0.01% 462
2021
Q2
$124K Sell
2,322
-114
-5% -$6.09K 0.03% 264
2021
Q1
$94K Sell
2,436
-2,700
-53% -$104K 0.03% 284
2020
Q4
$250K Buy
+5,136
New +$250K 0.09% 149