Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-550
| Closed | -$321K | – | 3145 |
|
2024
Q4 | $321K | Sell |
550
-150
| -21% | -$87.5K | ﹤0.01% | 2307 |
|
2024
Q3 | $287K | Hold |
700
| – | – | ﹤0.01% | 2192 |
|
2024
Q2 | $312K | Hold |
700
| – | – | ﹤0.01% | 1954 |
|
2024
Q1 | $229K | Buy |
+700
| New | +$229K | ﹤0.01% | 2106 |
|