Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$115K Hold
9,237
0.03% 309
2025
Q1
$141K Hold
9,237
0.04% 290
2024
Q4
$135K Hold
9,237
0.04% 292
2024
Q3
$148K Hold
9,237
0.04% 297
2024
Q2
$176K Hold
9,237
0.05% 268
2024
Q1
$180K Hold
9,237
0.05% 300
2023
Q4
$187K Hold
9,237
0.05% 311
2023
Q3
$193K Hold
9,237
0.05% 296
2023
Q2
$148K Hold
9,237
0.04% 321
2023
Q1
$171K Sell
9,237
-500
-5% -$9.26K 0.05% 290
2022
Q4
$203K Sell
9,737
-146,700
-94% -$3.06M 0.06% 285
2022
Q3
$2.53M Sell
156,437
-1,400
-0.9% -$22.7K 0.84% 21
2022
Q2
$2.67M Hold
157,837
0.82% 26
2022
Q1
$3.1M Hold
157,837
0.81% 20
2021
Q4
$2.14M Buy
157,837
+9,737
+7% +$132K 0.53% 48
2021
Q3
$1.94M Sell
148,100
-7,200
-5% -$94.4K 0.53% 48
2021
Q2
$2.38M Hold
155,300
0.61% 36
2021
Q1
$2.13M Sell
155,300
-4,600
-3% -$63.1K 0.57% 36
2020
Q4
$2.2M Buy
+159,900
New +$2.2M 0.61% 37