Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-700
Closed -$37.5K 1935
2025
Q1
$37.5K Buy
+700
New +$37.5K ﹤0.01% 530
2024
Q3
Sell
-988
Closed -$42.1K 1999
2024
Q2
$42.1K Buy
988
+20
+2% +$852 ﹤0.01% 449
2024
Q1
$40.2K Buy
968
+21
+2% +$873 ﹤0.01% 476
2023
Q4
$34.8K Buy
947
+22
+2% +$808 ﹤0.01% 473
2023
Q3
$32.9K Buy
+925
New +$32.9K ﹤0.01% 435
2016
Q4
Sell
-1,417
Closed -$48K 473
2016
Q3
$48K Buy
+1,417
New +$48K 0.01% 241