Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15M Sell
16,592
-8,920
-35% -$1.16M 0.07% 47
2025
Q1
$3.07M Buy
+25,512
New +$3.07M 0.07% 36
2024
Q2
Sell
-173
Closed -$34.2K 328
2024
Q1
$34.2K Sell
173
-85
-33% -$16.8K ﹤0.01% 114
2023
Q4
$44.9K Sell
258
-112
-30% -$19.5K ﹤0.01% 121
2023
Q3
$57.8K Sell
370
-237
-39% -$37.1K ﹤0.01% 135
2023
Q2
$99.5K Sell
607
-162
-21% -$26.6K ﹤0.01% 123
2023
Q1
$119K Buy
769
+38
+5% +$5.87K ﹤0.01% 117
2022
Q4
$96.4K Sell
731
-487
-40% -$64.2K ﹤0.01% 163
2022
Q3
$128K Sell
1,218
-83
-6% -$8.72K ﹤0.01% 139
2022
Q2
$136K Sell
1,301
-236
-15% -$24.7K ﹤0.01% 138
2022
Q1
$229K Buy
1,537
+178
+13% +$26.5K ﹤0.01% 193
2021
Q4
$156K Buy
1,359
+1,289
+1,841% +$148K ﹤0.01% 227
2021
Q3
$7K Buy
70
+3
+4% +$300 ﹤0.01% 484
2021
Q2
$6K Buy
+67
New +$6K ﹤0.01% 586
2020
Q2
Sell
-6
Closed 498
2020
Q1
$0 Hold
6
﹤0.01% 565
2019
Q4
$0 Buy
6
+1
+20% ﹤0.01% 582
2019
Q3
$0 Buy
+5
New ﹤0.01% 517