Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-252
Closed -$21.3K 352
2024
Q4
$21.3K Sell
252
-10
-4% -$847 ﹤0.01% 196
2024
Q3
$20.7K Sell
262
-10
-4% -$790 ﹤0.01% 177
2024
Q2
$20.3K Sell
272
-48
-15% -$3.59K ﹤0.01% 179
2024
Q1
$25.1K Sell
320
-47
-13% -$3.68K ﹤0.01% 162
2023
Q4
$25.5K Buy
+367
New +$25.5K ﹤0.01% 171
2023
Q2
Sell
-705
Closed -$40.9K 352
2023
Q1
$40.9K Sell
705
-125
-15% -$7.25K ﹤0.01% 215
2022
Q4
$48.4K Buy
+830
New +$48.4K ﹤0.01% 213
2022
Q3
Sell
-80
Closed -$5K 502
2022
Q2
$5K Buy
+80
New +$5K ﹤0.01% 406
2021
Q3
Sell
-5
Closed 589
2021
Q2
$0 Buy
+5
New ﹤0.01% 669
2018
Q4
Sell
-497
Closed -$25K 273
2018
Q3
$25K Buy
+497
New +$25K ﹤0.01% 142
2018
Q2
Sell
-333
Closed -$17K 236
2018
Q1
$17K Sell
333
-48
-13% -$2.45K ﹤0.01% 160
2017
Q4
$19K Buy
+381
New +$19K ﹤0.01% 120