Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-190
Closed -$127K 369
2024
Q4
$127K Buy
190
+138
+265% +$92.2K ﹤0.01% 188
2024
Q3
$43.3K Buy
+52
New +$43.3K ﹤0.01% 193
2024
Q1
Sell
-11,400
Closed -$8.64M 122
2023
Q4
$8.64M Buy
+11,400
New +$8.64M 0.28% 50
2022
Q2
Sell
-190
Closed -$127K 469
2022
Q1
$127K Sell
190
-310
-62% -$207K ﹤0.01% 238
2021
Q4
$398K Buy
+500
New +$398K 0.01% 126