Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-40
Closed -$3.51K 344
2025
Q1
$3.51K Buy
40
+8
+25% +$703 ﹤0.01% 279
2024
Q4
$3.72K Buy
32
+1
+3% +$116 ﹤0.01% 300
2024
Q3
$3.83K Buy
+31
New +$3.83K ﹤0.01% 253
2024
Q1
Sell
-205
Closed -$18.1K 335
2023
Q4
$18.1K Sell
205
-82
-29% -$7.23K ﹤0.01% 217
2023
Q3
$21.8K Buy
+287
New +$21.8K ﹤0.01% 229
2022
Q2
Sell
-614
Closed -$51K 517
2022
Q1
$51K Sell
614
-229
-27% -$19K ﹤0.01% 351
2021
Q4
$78K Buy
843
+62
+8% +$5.74K ﹤0.01% 302
2021
Q3
$70K Sell
781
-3,279
-81% -$294K ﹤0.01% 346
2021
Q2
$332K Buy
4,060
+3,062
+307% +$250K ﹤0.01% 230
2021
Q1
$73K Buy
+998
New +$73K ﹤0.01% 254
2020
Q2
Sell
-6
Closed 497
2020
Q1
$0 Hold
6
﹤0.01% 563
2019
Q4
$0 Buy
6
+1
+20% ﹤0.01% 581
2019
Q3
$0 Buy
+5
New ﹤0.01% 516
2018
Q4
Sell
-84
Closed -$7K 278
2018
Q3
$7K Buy
+84
New +$7K ﹤0.01% 213