Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$159K Sell
18,826
-834
-4% -$7.04K ﹤0.01% 1608
2025
Q1
$160K Buy
19,660
+5,287
+37% +$43K ﹤0.01% 1582
2024
Q4
$99K Hold
14,373
﹤0.01% 1703
2024
Q3
$104K Sell
14,373
-35,639
-71% -$258K ﹤0.01% 1705
2024
Q2
$380K Buy
50,012
+8,053
+19% +$61.2K ﹤0.01% 1402
2024
Q1
$282K Buy
41,959
+12,384
+42% +$83.2K ﹤0.01% 1502
2023
Q4
$202K Sell
29,575
-2,141
-7% -$14.6K ﹤0.01% 1787
2023
Q3
$190K Hold
31,716
﹤0.01% 1798
2023
Q2
$191K Sell
31,716
-1,774
-5% -$10.7K ﹤0.01% 1828
2023
Q1
$242K Sell
33,490
-36,031
-52% -$260K ﹤0.01% 1718
2022
Q4
$631K Buy
69,521
+31,629
+83% +$287K 0.01% 1355
2022
Q3
$284K Buy
37,892
+307
+0.8% +$2.3K ﹤0.01% 1706
2022
Q2
$231K Buy
37,585
+9,987
+36% +$61.4K ﹤0.01% 1809
2022
Q1
$209K Sell
27,598
-1,040
-4% -$7.88K ﹤0.01% 1923
2021
Q4
$241K Buy
28,638
+13
+0% +$109 ﹤0.01% 1904
2021
Q3
$232K Sell
28,625
-1,571
-5% -$12.7K ﹤0.01% 1941
2021
Q2
$326K Buy
30,196
+11,962
+66% +$129K ﹤0.01% 1847
2021
Q1
$154K Sell
18,234
-963
-5% -$8.13K 0.01% 1529
2020
Q4
$151K Sell
19,197
-44
-0.2% -$346 0.01% 1488
2020
Q3
$157K Buy
19,241
+5,286
+38% +$43.1K 0.01% 1349
2020
Q2
$111K Sell
13,955
-10,236
-42% -$81.4K 0.01% 1384
2020
Q1
$105K Sell
24,191
-858
-3% -$3.72K ﹤0.01% 1484
2019
Q4
$199K Buy
25,049
+2,578
+11% +$20.5K ﹤0.01% 1643
2019
Q3
$141K Sell
22,471
-179
-0.8% -$1.12K ﹤0.01% 1611
2019
Q2
$139K Buy
22,650
+2,126
+10% +$13K ﹤0.01% 1651
2019
Q1
$131K Buy
20,524
+461
+2% +$2.94K ﹤0.01% 1579
2018
Q4
$121K Hold
20,063
﹤0.01% 1503
2018
Q3
$188K Buy
20,063
+56
+0.3% +$525 ﹤0.01% 1343
2018
Q2
$173K Sell
20,007
-1,756
-8% -$15.2K ﹤0.01% 1599
2018
Q1
$173K Buy
+21,763
New +$173K ﹤0.01% 1485