Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,193
Closed -$47.7K 2106
2024
Q4
$47.7K Buy
15,193
+1,578
+12% +$4.96K ﹤0.01% 1791
2024
Q3
$67.1K Buy
+13,615
New +$67.1K ﹤0.01% 1773
2023
Q4
Hold
0
-$193K 2112
2023
Q3
Hold
0
1746