Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$691K Buy
18,964
+181
+1% +$6.59K 0.01% 498
2025
Q1
$621K Buy
+18,783
New +$621K 0.01% 525
2024
Q4
Hold
0
1433
2024
Q3
Hold
0
1459
2024
Q2
Hold
0
1466
2023
Q3
Hold
0
1645
2023
Q2
Hold
0
1657
2023
Q1
Hold
0
1769
2022
Q4
Hold
0
1975
2022
Q3
Sell
-1,013
Closed -$39K 2219
2022
Q2
$39K Sell
1,013
-40,541
-98% -$1.56M ﹤0.01% 1363
2022
Q1
$1.51M Buy
+41,554
New +$1.51M 0.01% 470