Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-147
Closed -$9.34K 2493
2025
Q1
$9.34K Sell
147
-1,088
-88% -$69.1K ﹤0.01% 2602
2024
Q4
$82.1K Sell
1,235
-7
-0.6% -$465 ﹤0.01% 1569
2024
Q3
$106K Sell
1,242
-2,247
-64% -$193K ﹤0.01% 1376
2024
Q2
$245K Sell
3,489
-2,747
-44% -$193K 0.01% 943
2024
Q1
$442K Buy
6,236
+5,061
+431% +$359K 0.02% 655
2023
Q4
$73.4K Sell
1,175
-18,579
-94% -$1.16M ﹤0.01% 1380
2023
Q3
$914K Buy
19,754
+4,073
+26% +$188K 0.04% 414
2023
Q2
$811K Buy
+15,681
New +$811K 0.03% 491
2023
Q1
Sell
-5
Closed -$1K 3952
2022
Q4
$1K Sell
5
-111
-96% -$22.2K ﹤0.01% 4383
2022
Q3
$8K Hold
116
﹤0.01% 3781
2022
Q2
$8K Hold
116
﹤0.01% 3534
2022
Q1
$8K Buy
116
+111
+2,220% +$7.66K ﹤0.01% 3534
2021
Q4
$1K Hold
5
﹤0.01% 2988
2021
Q3
$1K Sell
5
-41
-89% -$8.2K ﹤0.01% 2985
2021
Q2
$2K Buy
46
+41
+820% +$1.78K ﹤0.01% 2728
2021
Q1
$0 Hold
5
﹤0.01% 3651
2020
Q4
$0 Sell
5
-585
-99% ﹤0.01% 3514
2020
Q3
$23K Hold
590
﹤0.01% 1587
2020
Q2
$18K Sell
590
-190
-24% -$5.8K ﹤0.01% 1593
2020
Q1
$15K Sell
780
-225
-22% -$4.33K ﹤0.01% 1598
2019
Q4
$32K Buy
1,005
+835
+491% +$26.6K ﹤0.01% 1430
2019
Q3
$5K Buy
+170
New +$5K ﹤0.01% 2334
2019
Q1
Sell
-32
Closed -$1K 2883
2018
Q4
$1K Sell
32
-154
-83% -$4.81K ﹤0.01% 3275
2018
Q3
$4K Hold
186
﹤0.01% 3263
2018
Q2
$5K Sell
186
-1,914
-91% -$51.5K ﹤0.01% 3210
2018
Q1
$67K Hold
2,100
﹤0.01% 1630
2017
Q4
$67K Buy
2,100
+680
+48% +$21.7K ﹤0.01% 1628
2017
Q3
$34K Buy
1,420
+1,000
+238% +$23.9K ﹤0.01% 2219
2017
Q2
$10K Buy
420
+234
+126% +$5.57K ﹤0.01% 2985
2017
Q1
$4K Sell
186
-53
-22% -$1.14K ﹤0.01% 3383
2016
Q4
$4K Sell
239
-4
-2% -$67 ﹤0.01% 3370
2016
Q3
$4K Sell
243
-100
-29% -$1.65K ﹤0.01% 3316
2016
Q2
$5K Buy
+343
New +$5K ﹤0.01% 3137
2016
Q1
Sell
-247
Closed -$3K 2911
2015
Q4
$3K Buy
+247
New +$3K ﹤0.01% 3175