Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-38
Closed -$240 3613
2025
Q1
$240 Buy
+38
New +$240 ﹤0.01% 3341
2024
Q3
Sell
-6,417
Closed -$34.5K 3433
2024
Q2
$34.5K Buy
+6,417
New +$34.5K ﹤0.01% 1700
2023
Q2
Sell
-137
Closed -$562 3450
2023
Q1
$562 Hold
137
﹤0.01% 3086
2022
Q4
$418 Sell
137
-500
-78% -$1.53K ﹤0.01% 3068
2022
Q3
$3K Sell
637
-28
-4% -$132 ﹤0.01% 2467
2022
Q2
$3K Buy
665
+145
+28% +$654 ﹤0.01% 2444
2022
Q1
$4K Buy
520
+20
+4% +$154 ﹤0.01% 2367
2021
Q4
$2K Buy
+500
New +$2K ﹤0.01% 2698