Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
2,124
+950
+81% +$111K 0.01% 1167
2025
Q1
$109K Sell
1,174
-1,000
-46% -$92.7K ﹤0.01% 1478
2024
Q4
$232K Buy
2,174
+2,030
+1,410% +$217K 0.01% 1057
2024
Q3
$14.9K Buy
144
+118
+454% +$12.2K ﹤0.01% 2273
2024
Q2
$2.29K Buy
26
+2
+8% +$176 ﹤0.01% 2782
2024
Q1
$2.36K Buy
24
+21
+700% +$2.06K ﹤0.01% 2644
2023
Q4
$277 Buy
+3
New +$277 ﹤0.01% 2918
2023
Q1
Sell
-2,052
Closed -$87K 3362
2022
Q4
$87K Sell
2,052
-25
-1% -$1.06K ﹤0.01% 1832
2022
Q3
$87K Buy
2,077
+450
+28% +$18.8K ﹤0.01% 1954
2022
Q2
$74K Hold
1,627
﹤0.01% 1890
2022
Q1
$74K Buy
1,627
+1,126
+225% +$51.2K ﹤0.01% 1890
2021
Q4
$39K Sell
501
-32
-6% -$2.49K ﹤0.01% 1616
2021
Q3
$35K Buy
533
+440
+473% +$28.9K ﹤0.01% 1679
2021
Q2
$6K Buy
93
+71
+323% +$4.58K ﹤0.01% 2372
2021
Q1
$1K Hold
22
﹤0.01% 2742
2020
Q4
$1K Hold
22
﹤0.01% 2689
2020
Q3
$1K Hold
22
﹤0.01% 2559
2020
Q2
$1K Buy
+22
New +$1K ﹤0.01% 2462
2020
Q1
Sell
-84
Closed -$4K 2698
2019
Q4
$4K Buy
+84
New +$4K ﹤0.01% 2232
2019
Q3
Hold
0
3042
2018
Q4
Sell
-140
Closed -$5K 3445
2018
Q3
$5K Buy
140
+13
+10% +$464 ﹤0.01% 3136
2018
Q2
$4K Buy
127
+35
+38% +$1.1K ﹤0.01% 3278
2018
Q1
$3K Hold
92
﹤0.01% 3340
2017
Q4
$3K Sell
92
-494
-84% -$16.1K ﹤0.01% 3339
2017
Q3
$22K Sell
586
-706
-55% -$26.5K ﹤0.01% 2497
2017
Q2
$42K Sell
1,292
-31
-2% -$1.01K ﹤0.01% 2063
2017
Q1
$47K Buy
1,323
+1,104
+504% +$39.2K ﹤0.01% 1946
2016
Q4
$8K Buy
219
+104
+90% +$3.8K ﹤0.01% 2986
2016
Q3
$3K Sell
115
-93
-45% -$2.43K ﹤0.01% 3399
2016
Q2
$7K Buy
+208
New +$7K ﹤0.01% 2905
2016
Q1
Sell
-208
Closed -$6K 2351
2015
Q4
$6K Buy
+208
New +$6K ﹤0.01% 2821