Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$14.5K Sell
164
-47
-22% -$4.15K ﹤0.01% 2722
2025
Q1
$20K Sell
211
-15
-7% -$1.42K ﹤0.01% 2286
2024
Q4
$19.2K Buy
226
+71
+46% +$6.03K ﹤0.01% 2269
2024
Q3
$15.5K Buy
155
+40
+35% +$4K ﹤0.01% 2250
2024
Q2
$10.2K Sell
115
-54
-32% -$4.81K ﹤0.01% 2337
2024
Q1
$14.1K Sell
169
-200
-54% -$16.7K ﹤0.01% 2120
2023
Q4
$28.8K Sell
369
-327
-47% -$25.5K ﹤0.01% 1774
2023
Q3
$53.7K Buy
696
+13
+2% +$1K ﹤0.01% 1521
2023
Q2
$56.1K Sell
683
-839
-55% -$68.9K ﹤0.01% 1557
2023
Q1
$88.4K Sell
1,522
-987
-39% -$57.3K ﹤0.01% 1311
2022
Q4
$161K Sell
2,509
-200
-7% -$12.8K ﹤0.01% 1462
2022
Q3
$175K Buy
2,709
+460
+20% +$29.7K ﹤0.01% 1488
2022
Q2
$146K Hold
2,249
﹤0.01% 1466
2022
Q1
$146K Buy
2,249
+467
+26% +$30.3K ﹤0.01% 1466
2021
Q4
$156K Sell
1,782
-107
-6% -$9.37K ﹤0.01% 1057
2021
Q3
$154K Sell
1,889
-81
-4% -$6.6K ﹤0.01% 1057
2021
Q2
$141K Sell
1,970
-5
-0.3% -$358 ﹤0.01% 1072
2021
Q1
$142K Sell
1,975
-255
-11% -$18.3K ﹤0.01% 997
2020
Q4
$151K Buy
2,230
+345
+18% +$23.4K 0.01% 925
2020
Q3
$106K Buy
1,885
+9
+0.5% +$506 0.01% 964
2020
Q2
$107K Sell
1,876
-162
-8% -$9.24K 0.01% 896
2020
Q1
$100K Sell
2,038
-151
-7% -$7.41K 0.01% 817
2019
Q4
$128K Sell
2,189
-167
-7% -$9.77K 0.01% 822
2019
Q3
$137K Buy
+2,356
New +$137K 0.01% 909