Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$169K Buy
1,585
+302
+24% +$32.3K 0.01% 630
2025
Q1
$119K Sell
1,283
-302
-19% -$28K 0.01% 697
2024
Q4
$170K Buy
+1,585
New +$170K 0.01% 627
2024
Q1
Sell
-10
Closed -$924 1731
2023
Q4
$924 Hold
10
﹤0.01% 1550
2023
Q3
$830 Hold
10
﹤0.01% 1616
2023
Q2
$847 Hold
10
﹤0.01% 1548
2023
Q1
$835 Buy
+10
New +$835 ﹤0.01% 1511
2020
Q2
Sell
-144,031
Closed -$5.83M 299
2020
Q1
$5.83M Buy
+144,031
New +$5.83M 0.25% 55