Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,000
Closed -$8.12K 3578
2025
Q1
$8.12K Buy
+7,000
New +$8.12K ﹤0.01% 2502
2023
Q2
Sell
-349
Closed -$537 3422
2023
Q1
$537 Buy
349
+199
+133% +$306 ﹤0.01% 3102
2022
Q4
$285 Sell
150
-350
-70% -$665 ﹤0.01% 3133
2022
Q3
$1K Buy
+500
New +$1K ﹤0.01% 2883
2022
Q1
Hold
0
3062
2021
Q4
Sell
-3,165
Closed -$21K 3154
2021
Q3
$21K Buy
3,165
+2,000
+172% +$13.3K ﹤0.01% 1693
2021
Q2
$8K Hold
1,165
﹤0.01% 2081
2021
Q1
$11K Buy
+1,165
New +$11K ﹤0.01% 1857