| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Hold |
336
| – | – | ﹤0.01% | 879 |
|
|
2025
Q1 | $53.8K | Sell |
336
-142
| -30% | -$22.8K | ﹤0.01% | 897 |
|
|
2024
Q4 | $83.2K | Sell |
478
-336
| -41% | -$58.5K | ﹤0.01% | 856 |
|
|
2024
Q3 | $184K | Hold |
814
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $182K | Buy |
814
+336
| +70% | +$75.2K | ﹤0.01% | 872 |
|
|
2024
Q1 | $122K | Buy |
+478
| New | +$122K | ﹤0.01% | 933 |
|
|
2023
Q3 | – | Sell |
-5,751
| Closed | -$1.06M | – | 1067 |
|
|
2023
Q2 | $1.06M | Hold |
5,751
| – | – | ﹤0.01% | 646 |
|
|
2023
Q1 | $1.12M | Hold |
5,751
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $1.03M | Buy |
+5,751
| New | +$1.03M | ﹤0.01% | 674 |
|
|
2021
Q4 | – | Sell |
-7,701
| Closed | -$1.4M | – | 1058 |
|
|
2021
Q3 | $1.4M | Hold |
7,701
| – | – | ﹤0.01% | 631 |
|
|
2021
Q2 | $1.34M | Buy |
7,701
+6,919
| +885% | +$1.21M | ﹤0.01% | 637 |
|
|
2021
Q1 | $129K | Hold |
782
| – | – | ﹤0.01% | 851 |
|
|
2020
Q4 | $103K | Hold |
782
| – | – | ﹤0.01% | 826 |
|
|
2020
Q3 | $93K | Hold |
782
| – | – | ﹤0.01% | 771 |
|
|
2020
Q2 | $90K | Hold |
782
| – | – | ﹤0.01% | 747 |
|
|
2020
Q1 | $72K | Hold |
782
| – | – | ﹤0.01% | 750 |
|
|
2019
Q4 | $111K | Buy |
+782
| New | +$111K | ﹤0.01% | 698 |
|