Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$25.3K Sell
112
-58
-34% -$13.1K ﹤0.01% 2413
2025
Q1
$15.4K Sell
170
-198
-54% -$18K ﹤0.01% 2407
2024
Q4
$53.5K Buy
368
+198
+116% +$28.8K ﹤0.01% 1797
2024
Q3
$36.8K Hold
170
﹤0.01% 1870
2024
Q2
$26.7K Hold
170
﹤0.01% 1948
2024
Q1
$21.8K Sell
170
-50
-23% -$6.42K ﹤0.01% 1928
2023
Q4
$19.8K Hold
220
﹤0.01% 1919
2023
Q3
$12.1K Hold
220
﹤0.01% 2170
2023
Q2
$19.7K Sell
220
-75
-25% -$6.72K ﹤0.01% 2001
2023
Q1
$5.36K Sell
295
-392
-57% -$7.13K ﹤0.01% 2535
2022
Q4
$14K Sell
687
-313
-31% -$6.38K ﹤0.01% 3171
2022
Q3
$18K Buy
1,000
+650
+186% +$11.7K ﹤0.01% 3198
2022
Q2
$7K Hold
350
﹤0.01% 3620
2022
Q1
$7K Sell
350
-50
-13% -$1K ﹤0.01% 3620
2021
Q4
$35K Hold
400
﹤0.01% 1667
2021
Q3
$23K Hold
400
﹤0.01% 1868
2021
Q2
$21K Hold
400
﹤0.01% 1909
2021
Q1
$23K Buy
400
+100
+33% +$5.75K ﹤0.01% 1794
2020
Q4
$12K Sell
300
-200
-40% -$8K ﹤0.01% 1996
2020
Q3
$13K Sell
500
-55
-10% -$1.43K ﹤0.01% 1807
2020
Q2
$15K Hold
555
﹤0.01% 1669
2020
Q1
$9K Buy
555
+80
+17% +$1.3K ﹤0.01% 1811
2019
Q4
$12K Sell
475
-25
-5% -$632 ﹤0.01% 1843
2019
Q3
$15K Buy
+500
New +$15K ﹤0.01% 1887
2019
Q1
Sell
-500
Closed -$7K 3110
2018
Q4
$7K Hold
500
﹤0.01% 2651
2018
Q3
$12K Hold
500
﹤0.01% 2721
2018
Q2
$11K Sell
500
-900
-64% -$19.8K ﹤0.01% 2801
2018
Q1
$32K Hold
1,400
﹤0.01% 2075
2017
Q4
$32K Buy
1,400
+800
+133% +$18.3K ﹤0.01% 2070
2017
Q3
$25K Buy
600
+125
+26% +$5.21K ﹤0.01% 2430
2017
Q2
$23K Buy
475
+50
+12% +$2.42K ﹤0.01% 2476
2017
Q1
$13K Buy
425
+25
+6% +$765 ﹤0.01% 2749
2016
Q4
$14K Buy
400
+200
+100% +$7K ﹤0.01% 2689
2016
Q3
$7K Buy
+200
New +$7K ﹤0.01% 3050