Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17K Hold
1,197
﹤0.01% 2177
2025
Q1
$9K Buy
1,197
+133
+13% +$1K ﹤0.01% 2414
2024
Q4
$8K Hold
1,064
﹤0.01% 2533
2024
Q3
$8K Hold
1,064
﹤0.01% 2542
2024
Q2
$8K Hold
1,064
﹤0.01% 2545
2024
Q1
$9K Sell
1,064
-3,306
-76% -$28K ﹤0.01% 2477
2023
Q4
$45K Sell
4,370
-317
-7% -$3.26K ﹤0.01% 2299
2023
Q3
$46K Hold
4,687
﹤0.01% 2290
2023
Q2
$69K Buy
4,687
+385
+9% +$5.67K ﹤0.01% 2194
2023
Q1
$61K Sell
4,302
-587
-12% -$8.32K ﹤0.01% 2228
2022
Q4
$70K Hold
4,889
﹤0.01% 2290
2022
Q3
$88K Buy
4,889
+75
+2% +$1.35K ﹤0.01% 2206
2022
Q2
$134K Buy
4,814
+242
+5% +$6.74K ﹤0.01% 2050
2022
Q1
$231K Sell
4,572
-337
-7% -$17K ﹤0.01% 1888
2021
Q4
$243K Sell
4,909
-13
-0.3% -$644 ﹤0.01% 1901
2021
Q3
$416K Sell
4,922
-282
-5% -$23.8K ﹤0.01% 1680
2021
Q2
$421K Buy
5,204
+1,429
+38% +$116K ﹤0.01% 1724
2021
Q1
$212K Sell
3,775
-275
-7% -$15.4K 0.01% 1458
2020
Q4
$258K Buy
+4,050
New +$258K 0.01% 1311