Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Sell
1,923
-11,753
-86% -$1.63M 0.44% 70
2025
Q1
$2.18M Hold
13,676
2.55% 6
2024
Q4
$1.82M Hold
13,676
1.9% 8
2024
Q3
$1.86M Hold
13,676
1.21% 17
2024
Q2
$2.02M Hold
13,676
1.48% 4
2024
Q1
$2.09M Hold
13,676
1.37% 4
2023
Q4
$1.97M Buy
+13,676
New +$1.97M 1.55% 8