Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-383
Closed -$37.7K 2740
2025
Q1
$37.7K Buy
383
+94
+33% +$9.25K ﹤0.01% 2024
2024
Q4
$43.3K Buy
+289
New +$43.3K ﹤0.01% 1891
2021
Q3
Sell
-174
Closed -$15K 3827
2021
Q2
$15K Sell
174
-2,339
-93% -$202K ﹤0.01% 2050
2021
Q1
$210K Buy
2,513
+76
+3% +$6.35K ﹤0.01% 812
2020
Q4
$184K Buy
+2,437
New +$184K 0.01% 835
2020
Q3
Sell
-50
Closed -$2K 3234
2020
Q2
$2K Hold
50
﹤0.01% 2363
2020
Q1
$2K Hold
50
﹤0.01% 2326
2019
Q4
$3K Hold
50
﹤0.01% 2366
2019
Q3
$3K Buy
+50
New +$3K ﹤0.01% 2528
2019
Q1
$70K Buy
+894
New +$70K 0.01% 829
2018
Q3
Sell
-10
Closed 3849
2018
Q2
$0 Sell
10
-40
-80% ﹤0.01% 3892
2018
Q1
$1K Hold
50
﹤0.01% 3633
2017
Q4
$1K Sell
50
-185
-79% -$3.7K ﹤0.01% 3633
2017
Q3
$8K Buy
235
+35
+18% +$1.19K ﹤0.01% 3105
2017
Q2
$8K Sell
200
-1,000
-83% -$40K ﹤0.01% 3125
2017
Q1
$62K Buy
1,200
+500
+71% +$25.8K ﹤0.01% 1786
2016
Q4
$24K Buy
700
+200
+40% +$6.86K ﹤0.01% 2309
2016
Q3
$19K Hold
500
﹤0.01% 2416
2016
Q2
$15K Sell
500
-394
-44% -$11.8K ﹤0.01% 2521
2016
Q1
$70K Buy
894
+394
+79% +$30.9K 0.01% 829
2015
Q4
$12K Buy
+500
New +$12K ﹤0.01% 2461