Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
4,216
-1,457
-26% -$35.4K ﹤0.01% 1624
2025
Q1
$139K Sell
5,673
-7,995
-58% -$195K ﹤0.01% 1346
2024
Q4
$332K Sell
13,668
-5,169
-27% -$126K 0.01% 902
2024
Q3
$424K Sell
18,837
-8,761
-32% -$197K 0.02% 754
2024
Q2
$586K Buy
27,598
+1,319
+5% +$28K 0.02% 606
2024
Q1
$533K Buy
26,279
+518
+2% +$10.5K 0.02% 585
2023
Q4
$475K Buy
25,761
+4,468
+21% +$82.4K 0.02% 596
2023
Q3
$318K Buy
21,293
+1,717
+9% +$25.7K 0.01% 758
2023
Q2
$401K Buy
19,576
+3,720
+23% +$76.1K 0.02% 732
2023
Q1
$884K Buy
15,856
+6,598
+71% +$368K 0.04% 428
2022
Q4
$517K Sell
9,258
-393
-4% -$21.9K 0.01% 882
2022
Q3
$541K Buy
9,651
+690
+8% +$38.7K 0.01% 894
2022
Q2
$501K Hold
8,961
0.02% 857
2022
Q1
$501K Buy
8,961
+8,780
+4,851% +$491K 0.02% 857
2021
Q4
$5K Hold
181
﹤0.01% 2448
2021
Q3
$6K Buy
181
+175
+2,917% +$5.8K ﹤0.01% 2433
2021
Q2
$0 Hold
6
﹤0.01% 3735
2021
Q1
$0 Hold
6
﹤0.01% 3647
2020
Q4
$0 Sell
6
-36
-86% ﹤0.01% 3510
2020
Q3
$1K Buy
+42
New +$1K ﹤0.01% 2623
2020
Q2
Sell
-532
Closed -$9K 3244
2020
Q1
$9K Sell
532
-194
-27% -$3.28K ﹤0.01% 1806
2019
Q4
$30K Sell
726
-329
-31% -$13.6K ﹤0.01% 1456
2019
Q3
$34K Buy
+1,055
New +$34K ﹤0.01% 1537
2019
Q1
$32K Sell
733
-3,837
-84% -$168K ﹤0.01% 1151
2018
Q4
$210K Sell
4,570
-56
-1% -$2.57K 0.01% 841
2018
Q3
$277K Buy
4,626
+2,526
+120% +$151K 0.01% 910
2018
Q2
$109K Buy
2,100
+1,461
+229% +$75.8K ﹤0.01% 1417
2018
Q1
$30K Hold
639
﹤0.01% 2131
2017
Q4
$30K Sell
639
-233
-27% -$10.9K ﹤0.01% 2126
2017
Q3
$41K Sell
872
-972
-53% -$45.7K ﹤0.01% 2095
2017
Q2
$88K Sell
1,844
-172
-9% -$8.21K ﹤0.01% 1590
2017
Q1
$94K Sell
2,016
-488
-19% -$22.8K ﹤0.01% 1517
2016
Q4
$120K Buy
2,504
+893
+55% +$42.8K 0.01% 1333
2016
Q3
$84K Buy
1,611
+1,054
+189% +$55K ﹤0.01% 1466
2016
Q2
$21K Sell
557
-176
-24% -$6.64K ﹤0.01% 2301
2016
Q1
$32K Sell
733
-391
-35% -$17.1K ﹤0.01% 1151
2015
Q4
$56K Buy
+1,124
New +$56K ﹤0.01% 1533