Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$108K Buy
+278
New +$108K ﹤0.01% 324
2018
Q1
Sell
-2,380
Closed -$417K 345
2017
Q4
$417K Buy
+2,380
New +$417K 0.01% 324