Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Hold
9,504
﹤0.01% 666
2025
Q1
$315K Hold
9,504
﹤0.01% 674
2024
Q4
$346K Hold
9,504
﹤0.01% 681
2024
Q3
$269K Hold
9,504
﹤0.01% 741
2024
Q2
$245K Hold
9,504
﹤0.01% 707
2024
Q1
$237K Sell
9,504
-4,917
-34% -$123K ﹤0.01% 701
2023
Q4
$263K Hold
14,421
﹤0.01% 838
2023
Q3
$270K Sell
14,421
-111
-0.8% -$2.08K ﹤0.01% 842
2023
Q2
$328K Hold
14,532
﹤0.01% 839
2023
Q1
$258K Hold
14,532
﹤0.01% 839
2022
Q4
$262K Buy
+14,532
New +$262K ﹤0.01% 846