Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.17K Sell
250
-29
-10% -$252 ﹤0.01% 636
2025
Q1
$2.43K Hold
279
﹤0.01% 387
2024
Q4
$3.03K Buy
279
+250
+862% +$2.72K ﹤0.01% 342
2024
Q3
$311 Buy
+29
New +$311 ﹤0.01% 603
2021
Q2
Sell
-525
Closed -$27K 325
2021
Q1
$27K Buy
525
+25
+5% +$1.29K 0.01% 173
2020
Q4
$25K Buy
+500
New +$25K 0.01% 163
2020
Q3
Sell
-500
Closed -$11K 244
2020
Q2
$11K Hold
500
﹤0.01% 169
2020
Q1
$5K Hold
500
﹤0.01% 202
2019
Q4
$8K Hold
500
﹤0.01% 217
2019
Q3
$7K Hold
500
﹤0.01% 186
2019
Q2
$7K Buy
+500
New +$7K ﹤0.01% 195