Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.29K Buy
+94
New +$3.29K ﹤0.01% 3650
2023
Q4
Sell
-8
Closed -$194 3376
2023
Q3
$194 Hold
8
﹤0.01% 3199
2023
Q2
$222 Hold
8
﹤0.01% 3308
2023
Q1
$187 Sell
8
-1,000
-99% -$23.4K ﹤0.01% 3279
2022
Q4
$25K Buy
1,008
+8
+0.8% +$198 ﹤0.01% 2734
2022
Q3
$24K Buy
+1,000
New +$24K ﹤0.01% 2944
2021
Q3
Hold
0
4683
2021
Q2
Hold
0
4481
2021
Q1
Hold
0
4350
2020
Q4
Hold
0
4157
2020
Q3
Hold
0
3997
2020
Q2
Hold
0
3816
2020
Q1
Hold
0
3717
2019
Q4
Hold
0
3685
2019
Q3
Hold
0
3698
2019
Q1
Sell
-300
Closed -$7K 3475
2018
Q4
$7K Buy
+300
New +$7K ﹤0.01% 2669