Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$99.5K Buy
+11,453
New +$99.5K ﹤0.01% 795
2020
Q1
Sell
-24
Closed 684
2019
Q4
$0 Buy
+24
New ﹤0.01% 680
2019
Q1
Sell
-20
Closed 444
2018
Q4
$0 Buy
+20
New ﹤0.01% 367
2017
Q4
Sell
-3,200
Closed -$47K 572
2017
Q3
$47K Buy
+3,200
New +$47K 0.02% 279