Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
561
-125
-18% -$61.3K 0.01% 1103
2025
Q1
$294K Buy
686
+6
+0.9% +$2.57K 0.01% 988
2024
Q4
$289K Buy
680
+11
+2% +$4.67K 0.01% 959
2024
Q3
$315K Buy
669
+5
+0.8% +$2.35K 0.01% 879
2024
Q2
$271K Sell
664
-18
-3% -$7.35K 0.01% 885
2024
Q1
$297K Buy
682
+17
+3% +$7.41K 0.01% 803
2023
Q4
$225K Sell
665
-6
-0.9% -$2.03K 0.01% 900
2023
Q3
$198K Sell
671
-116
-15% -$34.3K 0.01% 968
2023
Q2
$256K Sell
787
-5
-0.6% -$1.63K 0.01% 907
2023
Q1
$105K Sell
792
-353
-31% -$46.8K ﹤0.01% 1235
2022
Q4
$169K Sell
1,145
-236
-17% -$34.8K ﹤0.01% 1438
2022
Q3
$200K Buy
1,381
+239
+21% +$34.6K 0.01% 1405
2022
Q2
$169K Hold
1,142
0.01% 1374
2022
Q1
$169K Buy
1,142
+308
+37% +$45.6K 0.01% 1374
2021
Q4
$216K Sell
834
-42
-5% -$10.9K ﹤0.01% 903
2021
Q3
$185K Buy
876
+25
+3% +$5.28K ﹤0.01% 959
2021
Q2
$176K Hold
851
﹤0.01% 965
2021
Q1
$180K Buy
851
+238
+39% +$50.3K ﹤0.01% 888
2020
Q4
$142K Sell
613
-3
-0.5% -$695 0.01% 962
2020
Q3
$112K Sell
616
-3
-0.5% -$545 0.01% 942
2020
Q2
$106K Hold
619
0.01% 903
2020
Q1
$97K Buy
619
+288
+87% +$45.1K 0.01% 834
2019
Q4
$56K Buy
331
+36
+12% +$6.09K ﹤0.01% 1206
2019
Q3
$45K Buy
+295
New +$45K ﹤0.01% 1416
2019
Q1
$1K Sell
6
-394
-99% -$65.7K ﹤0.01% 2244
2018
Q4
$39K Sell
400
-38
-9% -$3.71K ﹤0.01% 1740
2018
Q3
$60K Sell
438
-540
-55% -$74K ﹤0.01% 1786
2018
Q2
$132K Sell
978
-158
-14% -$21.3K 0.01% 1314
2018
Q1
$119K Hold
1,136
0.01% 1282
2017
Q4
$119K Sell
1,136
-433
-28% -$45.4K 0.01% 1280
2017
Q3
$173K Buy
1,569
+747
+91% +$82.4K 0.01% 1222
2017
Q2
$71K Hold
822
﹤0.01% 1724
2017
Q1
$61K Sell
822
-200
-20% -$14.8K ﹤0.01% 1793
2016
Q4
$59K Sell
1,022
-210
-17% -$12.1K ﹤0.01% 1769
2016
Q3
$64K Hold
1,232
﹤0.01% 1651
2016
Q2
$50K Buy
1,232
+1,226
+20,433% +$49.8K ﹤0.01% 1759
2016
Q1
$1K Buy
+6
New +$1K ﹤0.01% 2244