Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$95K Hold
3,876
﹤0.01% 1701
2025
Q1
$82K Buy
3,876
+103
+3% +$2.18K ﹤0.01% 1715
2024
Q4
$130K Buy
3,773
+873
+30% +$30.1K ﹤0.01% 1659
2024
Q3
$70K Hold
2,900
﹤0.01% 1765
2024
Q2
$84K Buy
2,900
+122
+4% +$3.53K ﹤0.01% 1751
2024
Q1
$75K Sell
2,778
-7,558
-73% -$204K ﹤0.01% 1779
2023
Q4
$297K Buy
10,336
+2,121
+26% +$60.9K ﹤0.01% 1655
2023
Q3
$210K Hold
8,215
﹤0.01% 1769
2023
Q2
$299K Buy
8,215
+1,231
+18% +$44.8K ﹤0.01% 1670
2023
Q1
$234K Sell
6,984
-1,635
-19% -$54.8K ﹤0.01% 1736
2022
Q4
$96K Sell
8,619
-536
-6% -$5.97K ﹤0.01% 2147
2022
Q3
$114K Buy
9,155
+31
+0.3% +$386 ﹤0.01% 2090
2022
Q2
$167K Sell
9,124
-2,016
-18% -$36.9K ﹤0.01% 1951
2022
Q1
$253K Buy
11,140
+160
+1% +$3.63K ﹤0.01% 1843
2021
Q4
$343K Buy
10,980
+5,283
+93% +$165K ﹤0.01% 1756
2021
Q3
$264K Buy
5,697
+2,175
+62% +$101K ﹤0.01% 1889
2021
Q2
$220K Buy
+3,522
New +$220K ﹤0.01% 1999