Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41.1K Buy
+10,153
New +$41.1K ﹤0.01% 2628
2021
Q1
Sell
-25,957
Closed -$75K 3111
2020
Q4
$75K Sell
25,957
-44,123
-63% -$127K ﹤0.01% 2383
2020
Q3
$241K Buy
+70,080
New +$241K ﹤0.01% 1832
2018
Q2
Sell
-74,445
Closed -$751K 2093
2018
Q1
$751K Buy
+74,445
New +$751K 0.01% 916