Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$30.2K Hold
378
0.01% 253
2025
Q1
$34.2K Hold
378
0.01% 247
2024
Q4
$37.9K Buy
378
+72
+24% +$7.22K 0.01% 243
2024
Q3
$35K Sell
306
-128
-29% -$14.6K 0.01% 251
2024
Q2
$54.1K Hold
434
0.02% 265
2024
Q1
$57.6K Buy
434
+178
+70% +$23.6K 0.02% 243
2023
Q4
$28.1K Sell
256
-128
-33% -$14.1K 0.01% 219
2023
Q3
$39.8K Buy
384
+21
+6% +$2.18K 0.02% 259
2023
Q2
$42K Hold
363
0.02% 258
2023
Q1
$39K Buy
363
+96
+36% +$10.3K 0.02% 269
2022
Q4
$30K Sell
267
-38
-12% -$4.27K 0.02% 299
2022
Q3
$27K Sell
305
-20
-6% -$1.77K 0.01% 317
2022
Q2
$30K Sell
325
-14
-4% -$1.29K 0.01% 301
2022
Q1
$28K Hold
339
0.01% 339
2021
Q4
$26K Buy
339
+160
+89% +$12.3K 0.01% 371
2021
Q3
$14K Hold
179
0.01% 492
2021
Q2
$14K Sell
179
-8
-4% -$626 0.01% 495
2021
Q1
$14K Hold
187
0.01% 481
2020
Q4
$15K Hold
187
0.01% 435
2020
Q3
$14K Sell
187
-73
-28% -$5.47K 0.01% 444
2020
Q2
$19K Sell
260
-24
-8% -$1.75K 0.01% 353
2020
Q1
$22K Buy
284
+1
+0.4% +$77 0.01% 320
2019
Q4
$25K Sell
283
-19
-6% -$1.68K 0.02% 293
2019
Q3
$24K Hold
302
0.02% 288
2019
Q2
$24K Sell
302
-29
-9% -$2.31K 0.02% 289
2019
Q1
$26K Buy
331
+74
+29% +$5.81K 0.02% 275
2018
Q4
$19K Sell
257
-243
-49% -$18K 0.02% 299
2018
Q3
$34 Buy
500
+83
+20% +$6 0.02% 241
2018
Q2
$25 Hold
417
0.02% 306
2018
Q1
$22K Buy
417
+101
+32% +$5.33K 0.02% 320
2017
Q4
$17K Buy
+316
New +$17K 0.01% 355