Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1329
2025
Q1
Hold
0
1528
2024
Q4
Sell
-50,000
Closed -$334K 1379
2024
Q3
$334K Buy
+50,000
New +$334K ﹤0.01% 836
2024
Q2
Hold
0
1360
2024
Q1
Hold
0
1439
2023
Q2
Hold
0
1381
2023
Q1
Sell
-54,330
Closed -$530K 1329
2022
Q4
$530K Buy
+54,330
New +$530K ﹤0.01% 646