Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$204K Hold
360
0.09% 45
2024
Q4
$216K Hold
360
0.09% 39
2024
Q3
$210K Buy
360
+65
+22% +$37.9K 0.09% 41
2024
Q2
$142K Buy
295
+30
+11% +$14.5K 0.06% 48
2024
Q1
$149K Buy
265
+25
+10% +$14K 0.06% 49
2023
Q4
$136K Sell
240
-25
-9% -$14.1K 0.06% 49
2023
Q3
$136K Sell
265
-15
-5% -$7.7K 0.07% 48
2023
Q2
$131K Hold
280
0.06% 50
2023
Q1
$157K Hold
280
0.07% 45
2022
Q4
$130K Hold
280
0.06% 50
2022
Q3
$131K Sell
280
-136
-33% -$63.6K 0.06% 51
2022
Q2
$171K Sell
416
-7
-2% -$2.88K 0.09% 46
2022
Q1
$213K Hold
423
0.07% 57
2021
Q4
$259K Buy
423
+45
+12% +$27.6K 0.08% 58
2021
Q3
$230K Hold
378
0.08% 57
2021
Q2
$250K Buy
378
+40
+12% +$26.5K 0.06% 61
2021
Q1
$142K Buy
338
+60
+22% +$25.2K 0.05% 62
2020
Q4
$124K Buy
278
+133
+92% +$59.3K 0.05% 60
2020
Q3
$52K Buy
145
+15
+12% +$5.38K 0.02% 65
2020
Q2
$43K Buy
130
+25
+24% +$8.27K 0.02% 64
2020
Q1
$30K Buy
+105
New +$30K 0.02% 65