Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-817
Closed -$23.1K 357
2025
Q1
$23.1K Sell
817
-285
-26% -$8.06K ﹤0.01% 149
2024
Q4
$25.1K Sell
1,102
-229
-17% -$5.21K ﹤0.01% 161
2024
Q3
$29.3K Sell
1,331
-260
-16% -$5.72K ﹤0.01% 101
2024
Q2
$30.4K Buy
+1,591
New +$30.4K ﹤0.01% 111
2023
Q2
Sell
-5,968
Closed -$115K 387
2023
Q1
$115K Buy
5,968
+296
+5% +$5.7K ﹤0.01% 122
2022
Q4
$104K Sell
5,672
-557
-9% -$10.3K ﹤0.01% 145
2022
Q3
$97K Sell
6,229
-720
-10% -$11.2K ﹤0.01% 171
2022
Q2
$146K Buy
+6,949
New +$146K ﹤0.01% 133
2021
Q4
Sell
-3,103
Closed -$64K 592
2021
Q3
$64K Sell
3,103
-31
-1% -$639 ﹤0.01% 366
2021
Q2
$68K Sell
3,134
-161
-5% -$3.49K ﹤0.01% 374
2021
Q1
$75K Sell
3,295
-1,028
-24% -$23.4K ﹤0.01% 248
2020
Q4
$94K Sell
4,323
-904
-17% -$19.7K ﹤0.01% 217
2020
Q3
$113K Sell
5,227
-86
-2% -$1.86K ﹤0.01% 173
2020
Q2
$121K Buy
5,313
+5,283
+17,610% +$120K ﹤0.01% 159
2020
Q1
$1K Sell
30
-285
-90% -$9.5K ﹤0.01% 422
2019
Q4
$9K Buy
315
+306
+3,400% +$8.74K ﹤0.01% 332
2019
Q3
$0 Buy
+9
New ﹤0.01% 549