Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.48K Hold
5
﹤0.01% 225
2025
Q1
$3.4K Sell
5
-1
-17% -$680 ﹤0.01% 283
2024
Q4
$3.78K Buy
6
+1
+20% +$630 ﹤0.01% 292
2024
Q3
$3.87K Hold
5
﹤0.01% 249
2024
Q2
$4.12K Hold
5
﹤0.01% 215
2024
Q1
$3.49K Sell
5
-30
-86% -$21K ﹤0.01% 278
2023
Q4
$20.3K Sell
35
-10
-22% -$5.81K ﹤0.01% 188
2023
Q3
$20.6K Buy
+45
New +$20.6K ﹤0.01% 243
2023
Q2
Sell
-2,915
Closed -$1.16M 351
2023
Q1
$1.16M Sell
2,915
-185
-6% -$73.8K 0.03% 39
2022
Q4
$1.17M Hold
3,100
0.05% 35
2022
Q3
$963K Buy
+3,100
New +$963K 0.02% 66
2021
Q2
Sell
-23
Closed -$8K 668
2021
Q1
$8K Sell
23
-5
-18% -$1.74K ﹤0.01% 383
2020
Q4
$7K Buy
+28
New +$7K ﹤0.01% 372
2020
Q1
Sell
-158
Closed -$28K 536
2019
Q4
$28K Buy
158
+114
+259% +$20.2K ﹤0.01% 228
2019
Q3
$7K Buy
+44
New +$7K ﹤0.01% 332
2018
Q3
Hold
0
271
2018
Q2
Sell
-17,214
Closed -$1.88M 235
2018
Q1
$1.88M Buy
+17,214
New +$1.88M 0.25% 63