Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$534K Hold
7,700
0.03% 56
2025
Q1
$475K Sell
7,700
-1
-0% -$62 0.03% 57
2024
Q4
$456K Buy
7,701
+1
+0% +$59 0.03% 60
2024
Q3
$410K Buy
+7,700
New +$410K 0.03% 61
2018
Q1
Sell
-6,053
Closed -$232K 26
2017
Q4
$232K Buy
+6,053
New +$232K 0.05% 25