Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$98K Sell
332
-100
-23% -$29.5K 0.02% 71
2025
Q1
$107K Buy
432
+3
+0.7% +$745 0.02% 68
2024
Q4
$94.3K Buy
429
+3
+0.7% +$659 0.02% 69
2024
Q3
$94.2K Buy
426
+4
+0.9% +$884 0.02% 66
2024
Q2
$73.1K Buy
422
+301
+249% +$52.1K 0.02% 62
2024
Q1
$23.2K Buy
121
+1
+0.8% +$192 0.01% 127
2023
Q4
$19.7K Buy
120
+10
+9% +$1.64K 0.01% 132
2023
Q3
$15.5K Buy
110
+1
+0.9% +$141 ﹤0.01% 136
2023
Q2
$14.6K Buy
109
+1
+0.9% +$134 ﹤0.01% 138
2023
Q1
$14.1K Buy
108
+2
+2% +$262 ﹤0.01% 135
2022
Q4
$15K Buy
106
+1
+1% +$141 ﹤0.01% 124
2022
Q3
$13K Buy
105
+1
+1% +$124 ﹤0.01% 135
2022
Q2
$15K Sell
104
-49
-32% -$7.07K 0.01% 130
2022
Q1
$20K Buy
153
+2
+1% +$261 0.01% 125
2021
Q4
$20K Sell
151
-6
-4% -$795 0.01% 126
2021
Q3
$21K Buy
157
+52
+50% +$6.96K 0.01% 118
2021
Q2
$15K Sell
105
-209
-67% -$29.9K 0.01% 135
2021
Q1
$40K Hold
314
0.01% 84
2020
Q4
$38K Buy
314
+105
+50% +$12.7K 0.01% 86
2020
Q3
$24K Hold
209
0.01% 94
2020
Q2
$24K Hold
209
0.01% 92
2020
Q1
$22K Buy
+209
New +$22K 0.01% 84
2019
Q4
Hold
0
251