Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,636
Closed -$50.8K 1614
2025
Q1
$50.8K Buy
+12,636
New +$50.8K ﹤0.01% 1321
2024
Q1
Sell
-5,200
Closed -$13.7K 1527
2023
Q4
$13.7K Hold
5,200
﹤0.01% 1451
2023
Q3
$13.2K Sell
5,200
-1,270
-20% -$3.21K ﹤0.01% 1384
2023
Q2
$20.3K Sell
6,470
-6,313
-49% -$19.8K ﹤0.01% 1417
2023
Q1
$46.3K Buy
+12,783
New +$46.3K ﹤0.01% 1263
2022
Q4
Sell
-11,997
Closed -$43K 1654
2022
Q3
$43K Sell
11,997
-1,988
-14% -$7.13K ﹤0.01% 1267
2022
Q2
$91K Buy
+13,985
New +$91K 0.01% 1171
2022
Q1
Sell
-5,639
Closed -$91K 1618
2021
Q4
$91K Buy
+5,639
New +$91K 0.01% 896
2020
Q4
Sell
-854
Closed -$36K 1263
2020
Q3
$36K Buy
+854
New +$36K ﹤0.01% 911