Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102K Sell
19,051
-482
-2% -$2.59K ﹤0.01% 3646
2025
Q1
$81.5K Sell
19,533
-688,791
-97% -$2.87M ﹤0.01% 3646
2024
Q4
$5.36M Buy
708,324
+690,968
+3,981% +$5.23M ﹤0.01% 2209
2024
Q3
$102K Buy
17,356
+442
+3% +$2.6K ﹤0.01% 3608
2024
Q2
$103K Buy
+16,914
New +$103K ﹤0.01% 3734
2023
Q1
Sell
-46,677
Closed -$113K 4001
2022
Q4
$113K Sell
46,677
-237
-0.5% -$576 ﹤0.01% 3781
2022
Q3
$128K Sell
46,914
-2,652
-5% -$7.24K ﹤0.01% 3767
2022
Q2
$232K Buy
49,566
+9,654
+24% +$45.2K ﹤0.01% 3649
2022
Q1
$248K Buy
39,912
+11,040
+38% +$68.6K ﹤0.01% 3680
2021
Q4
$191K Sell
28,872
-1,870
-6% -$12.4K ﹤0.01% 3753
2021
Q3
$196K Buy
30,742
+1,079
+4% +$6.88K ﹤0.01% 3779
2021
Q2
$220K Sell
29,663
-4,402
-13% -$32.6K ﹤0.01% 3730
2021
Q1
$188K Buy
34,065
+8,525
+33% +$47K ﹤0.01% 3668
2020
Q4
$140K Buy
25,540
+3,218
+14% +$17.6K ﹤0.01% 3557
2020
Q3
$90K Sell
22,322
-411
-2% -$1.66K ﹤0.01% 3542
2020
Q2
$110K Buy
22,733
+5,791
+34% +$28K ﹤0.01% 3541
2020
Q1
$111K Sell
16,942
-7,935
-32% -$52K ﹤0.01% 3511
2019
Q4
$261K Sell
24,877
-58,600
-70% -$615K ﹤0.01% 3418
2019
Q3
$1.24M Buy
83,477
+61,443
+279% +$912K ﹤0.01% 2860
2019
Q2
$279K Sell
22,034
-594
-3% -$7.52K ﹤0.01% 3477
2019
Q1
$262K Buy
+22,628
New +$262K ﹤0.01% 3515
2015
Q1
Sell
-29,424
Closed -$671K 4079
2014
Q4
$671K Sell
29,424
-68,989
-70% -$1.57M ﹤0.01% 3178
2014
Q3
$2.09M Buy
98,413
+64,168
+187% +$1.36M ﹤0.01% 2504
2014
Q2
$785K Buy
34,245
+4,334
+14% +$99.3K ﹤0.01% 3150
2014
Q1
$734K Sell
29,911
-26,638
-47% -$654K ﹤0.01% 3218
2013
Q4
$3.07M Buy
56,549
+39,331
+228% +$2.13M ﹤0.01% 2370
2013
Q3
$736K Buy
17,218
+12,112
+237% +$518K ﹤0.01% 3194
2013
Q2
$215K Buy
+5,106
New +$215K ﹤0.01% 3652