Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
16,926
+531
+3% +$10.8K ﹤0.01% 1401
2025
Q1
$329K Sell
16,395
-41
-0.2% -$823 ﹤0.01% 1399
2024
Q4
$440K Sell
16,436
-208
-1% -$5.57K ﹤0.01% 1345
2024
Q3
$551K Sell
16,644
-459
-3% -$15.2K ﹤0.01% 1265
2024
Q2
$799K Sell
17,103
-231
-1% -$10.8K 0.01% 1121
2024
Q1
$610K Sell
17,334
-3,466
-17% -$122K 0.01% 1239
2023
Q4
$645K Sell
20,800
-626
-3% -$19.4K 0.01% 1336
2023
Q3
$602K Buy
21,426
+747
+4% +$21K 0.01% 1328
2023
Q2
$531K Sell
20,679
-2,319
-10% -$59.5K ﹤0.01% 1406
2023
Q1
$486K Sell
22,998
-1,429
-6% -$30.2K ﹤0.01% 1436
2022
Q4
$454K Hold
24,427
﹤0.01% 1502
2022
Q3
$448K Buy
24,427
+330
+1% +$6.05K ﹤0.01% 1482
2022
Q2
$467K Buy
24,097
+1,484
+7% +$28.8K ﹤0.01% 1496
2022
Q1
$615K Sell
22,613
-1,131
-5% -$30.8K ﹤0.01% 1459
2021
Q4
$676K Sell
23,744
-382
-2% -$10.9K 0.01% 1428
2021
Q3
$536K Sell
24,126
-453
-2% -$10.1K ﹤0.01% 1537
2021
Q2
$591K Buy
+24,579
New +$591K ﹤0.01% 1537