Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
1066
2024
Q4
Hold
0
1045
2024
Q3
Sell
-144,677
Closed -$7.84M 1018
2024
Q2
$7.84M Buy
+144,677
New +$7.84M 0.28% 39
2024
Q1
Hold
0
913