Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Sell
5,687
-238
-4% -$24.1K ﹤0.01% 1020
2025
Q1
$629K Buy
5,925
+314
+6% +$33.3K ﹤0.01% 939
2024
Q4
$615K Buy
5,611
+13
+0.2% +$1.42K ﹤0.01% 929
2024
Q3
$811K Buy
5,598
+51
+0.9% +$7.39K ﹤0.01% 819
2024
Q2
$810K Sell
5,547
-2,313
-29% -$338K ﹤0.01% 804
2024
Q1
$1.13M Sell
7,860
-968
-11% -$139K ﹤0.01% 702
2023
Q4
$825K Buy
8,828
+142
+2% +$13.3K ﹤0.01% 717
2023
Q3
$766K Sell
8,686
-6,409
-42% -$565K ﹤0.01% 667
2023
Q2
$1.7M Buy
15,095
+14,734
+4,081% +$1.66M 0.01% 509
2023
Q1
$45.6K Buy
+361
New +$45.6K ﹤0.01% 1051
2022
Q2
Sell
-58
Closed -$4K 1505
2022
Q1
$4K Buy
+58
New +$4K ﹤0.01% 1308
2019
Q3
Sell
-31
Closed -$1K 1324
2019
Q2
$1K Buy
31
+7
+29% +$226 ﹤0.01% 1222
2019
Q1
$1K Sell
24
-2
-8% -$83 ﹤0.01% 1228
2018
Q4
$1K Sell
26
-78
-75% -$3K ﹤0.01% 1287
2018
Q3
$2K Sell
104
-1
-1% -$19 ﹤0.01% 1263
2018
Q2
$2K Sell
105
-9
-8% -$171 ﹤0.01% 1258
2018
Q1
$2K Sell
114
-23
-17% -$404 ﹤0.01% 1257
2017
Q4
$2K Buy
+137
New +$2K ﹤0.01% 1438