| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
28,095
-12,503
| -31% | -$130K | ﹤0.01% | 2748 |
|
|
2025
Q1 | $375K | Buy |
40,598
+8,493
| +26% | +$78.5K | ﹤0.01% | 2433 |
|
|
2024
Q4 | $289K | Buy |
32,105
+6,942
| +28% | +$62.5K | ﹤0.01% | 2658 |
|
|
2024
Q3 | $222K | Buy |
25,163
+3,234
| +15% | +$28.6K | ﹤0.01% | 2845 |
|
|
2024
Q2 | $249K | Buy |
21,929
+2,998
| +16% | +$34K | ﹤0.01% | 2602 |
|
|
2024
Q1 | $260K | Sell |
18,931
-4,183
| -18% | -$57.4K | ﹤0.01% | 2562 |
|
|
2023
Q4 | $331K | Buy |
23,114
+1,182
| +5% | +$16.9K | ﹤0.01% | 2248 |
|
|
2023
Q3 | $273K | Sell |
21,932
-332
| -1% | -$4.13K | ﹤0.01% | 2242 |
|
|
2023
Q2 | $305K | Buy |
22,264
+4,256
| +24% | +$58.2K | ﹤0.01% | 2109 |
|
|
2023
Q1 | $198K | Sell |
18,008
-5,468
| -23% | -$60.1K | ﹤0.01% | 2420 |
|
|
2022
Q4 | $238K | Buy |
23,476
+711
| +3% | +$7.21K | ﹤0.01% | 2216 |
|
|
2022
Q3 | $230K | Buy |
22,765
+1,189
| +6% | +$12K | ﹤0.01% | 1966 |
|
|
2022
Q2 | $231K | Buy |
21,576
+2,682
| +14% | +$28.7K | ﹤0.01% | 1345 |
|
|
2022
Q1 | $270K | Buy |
+18,894
| New | +$270K | ﹤0.01% | 1309 |
|
|
2019
Q3 | – | Sell |
-10,283
| Closed | -$157K | – | 826 |
|
|
2019
Q2 | $157K | Sell |
10,283
-21,841
| -68% | -$333K | ﹤0.01% | 1060 |
|
|
2019
Q1 | $583K | Buy |
32,124
+22,323
| +228% | +$405K | 0.01% | 615 |
|
|
2018
Q4 | $200K | Buy |
+9,801
| New | +$200K | ﹤0.01% | 773 |
|