Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-29,311
Closed -$48.9K 1443
2024
Q4
$48.9K Buy
29,311
+9,038
+45% +$15.1K 0.01% 1001
2024
Q3
$69.7K Buy
+20,273
New +$69.7K ﹤0.01% 1094
2024
Q1
Hold
0
1470
2023
Q4
Hold
0
1462
2023
Q3
Sell
-13,394
Closed -$183K 1389
2023
Q2
$183K Buy
+13,394
New +$183K ﹤0.01% 770
2022
Q4
Sell
-13,706
Closed -$112K 1369
2022
Q3
$112K Buy
+13,706
New +$112K ﹤0.01% 889