Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.67K Buy
221
+61
+38% +$2.39K ﹤0.01% 386
2025
Q1
$6.26K Hold
160
﹤0.01% 401
2024
Q4
$5.41K Hold
160
﹤0.01% 402
2024
Q3
$6.6K Sell
160
-200
-56% -$8.26K ﹤0.01% 392
2024
Q2
$14K Hold
360
﹤0.01% 496
2024
Q1
$15.5K Buy
360
+200
+125% +$8.61K 0.01% 475
2023
Q4
$5.99K Hold
160
﹤0.01% 364
2023
Q3
$5.86K Hold
160
﹤0.01% 635
2023
Q2
$6K Hold
160
﹤0.01% 632
2023
Q1
$6K Hold
160
﹤0.01% 635
2022
Q4
$6K Hold
160
﹤0.01% 606
2022
Q3
$5K Sell
160
-260
-62% -$8.13K ﹤0.01% 650
2022
Q2
$23K Sell
420
-7
-2% -$383 0.01% 357
2022
Q1
$24K Sell
427
-13
-3% -$731 0.01% 373
2021
Q4
$25K Hold
440
0.01% 380
2021
Q3
$21K Hold
440
0.01% 407
2021
Q2
$23K Buy
440
+280
+175% +$14.6K 0.01% 392
2021
Q1
$7K Sell
160
-166
-51% -$7.26K ﹤0.01% 635
2020
Q4
$15K Sell
326
-6
-2% -$276 0.01% 432
2020
Q3
$15K Buy
332
+78
+31% +$3.52K 0.01% 424
2020
Q2
$13K Hold
254
0.01% 416
2020
Q1
$13K Buy
254
+140
+123% +$7.17K 0.01% 409
2019
Q4
$7K Buy
+114
New +$7K ﹤0.01% 541
2019
Q2
Sell
-48
Closed -$3K 1051
2019
Q1
$3K Hold
48
﹤0.01% 732
2018
Q4
$2K Hold
48
﹤0.01% 783
2018
Q3
$2 Sell
48
-157
-77% -$7 ﹤0.01% 788
2018
Q2
$11 Sell
205
-1
-0.5% 0.01% 435
2018
Q1
$10K Sell
206
-3
-1% -$146 0.01% 435
2017
Q4
$9K Buy
+209
New +$9K 0.01% 446