Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$37.4K Buy
+16,133
New +$37.4K ﹤0.01% 1133
2023
Q3
Sell
-1,093
Closed -$18.1K 1480
2023
Q2
$18.1K Buy
+1,093
New +$18.1K ﹤0.01% 1010
2023
Q1
Sell
-1,218
Closed -$13.4K 1453
2022
Q4
$13.4K Buy
+1,218
New +$13.4K ﹤0.01% 1112
2022
Q3
Sell
-819
Closed -$16K 1466
2022
Q2
$16K Buy
+819
New +$16K ﹤0.01% 1025
2020
Q3
Sell
-1,007
Closed -$24K 590
2020
Q2
$24K Buy
+1,007
New +$24K ﹤0.01% 507
2019
Q1
Sell
-851
Closed -$12K 944
2018
Q4
$12K Buy
851
+287
+51% +$4.05K ﹤0.01% 1042
2018
Q3
$20K Buy
+564
New +$20K ﹤0.01% 1069
2015
Q1
Sell
-171
Closed -$26K 221
2014
Q4
$26K Buy
+171
New +$26K 0.02% 224