Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$89K Hold
1,265
﹤0.01% 1717
2025
Q1
$76K Buy
1,265
+4
+0.3% +$240 ﹤0.01% 1727
2024
Q4
$105K Hold
1,261
﹤0.01% 1692
2024
Q3
$107K Sell
1,261
-47
-4% -$3.99K ﹤0.01% 1700
2024
Q2
$176K Buy
1,308
+24
+2% +$3.23K ﹤0.01% 1611
2024
Q1
$244K Sell
1,284
-4,216
-77% -$801K ﹤0.01% 1541
2023
Q4
$880K Sell
5,500
-441
-7% -$70.6K 0.01% 1220
2023
Q3
$886K Sell
5,941
-83
-1% -$12.4K 0.01% 1160
2023
Q2
$939K Buy
6,024
+362
+6% +$56.4K 0.01% 1151
2023
Q1
$795K Sell
5,662
-1,138
-17% -$160K 0.01% 1201
2022
Q4
$771K Buy
6,800
+102
+2% +$11.6K 0.01% 1252
2022
Q3
$521K Sell
6,698
-97
-1% -$7.55K 0.01% 1416
2022
Q2
$564K Sell
6,795
-644
-9% -$53.5K 0.01% 1410
2022
Q1
$732K Sell
7,439
-677
-8% -$66.6K 0.01% 1363
2021
Q4
$902K Sell
8,116
-90
-1% -$10K 0.01% 1294
2021
Q3
$713K Sell
8,206
-669
-8% -$58.1K 0.01% 1416
2021
Q2
$630K Buy
8,875
+2,212
+33% +$157K 0.01% 1497
2021
Q1
$479K Sell
6,663
-738
-10% -$53.1K 0.02% 1008
2020
Q4
$304K Buy
+7,401
New +$304K 0.01% 1221
2020
Q3
Sell
-7,575
Closed -$207K 1498
2020
Q2
$207K Buy
+7,575
New +$207K 0.01% 1285
2020
Q1
Sell
-8,687
Closed -$351K 1684
2019
Q4
$351K Buy
8,687
+573
+7% +$23.2K 0.01% 1314
2019
Q3
$246K Sell
8,114
-142
-2% -$4.31K 0.01% 1437
2019
Q2
$214K Buy
+8,256
New +$214K 0.01% 1545