Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$304K Buy
1,001
+1
+0.1% +$304 0.03% 224
2025
Q1
$268K Hold
1,000
0.03% 219
2024
Q4
$246K Buy
+1,000
New +$246K 0.03% 224
2021
Q2
Sell
-785
Closed -$96K 598
2021
Q1
$96K Hold
785
0.02% 273
2020
Q4
$102K Buy
+785
New +$102K 0.05% 202
2020
Q3
Sell
-364
Closed -$51K 425
2020
Q2
$51K Buy
+364
New +$51K 0.05% 221
2019
Q4
$48K Buy
+360
New +$48K 0.05% 234