Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
1354
2025
Q1
Hold
0
1321
2024
Q4
Sell
-3,809
Closed -$2.22M 1282
2024
Q3
$2.22M Buy
+3,809
New +$2.22M 0.08% 119
2024
Q2
Hold
0
1258
2024
Q1
Hold
0
984