Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$101K Sell
894
-44
-5% -$4.97K ﹤0.01% 1344
2025
Q1
$87K Buy
938
+63
+7% +$5.84K ﹤0.01% 1338
2024
Q4
$93.5K Buy
875
+92
+12% +$9.83K ﹤0.01% 1303
2024
Q3
$80.9K Sell
783
-1
-0.1% -$103 ﹤0.01% 1360
2024
Q2
$69.1K Buy
784
+2
+0.3% +$176 ﹤0.01% 1356
2024
Q1
$76.7K Buy
782
+20
+3% +$1.96K ﹤0.01% 1298
2023
Q4
$70.4K Buy
762
+110
+17% +$10.2K ﹤0.01% 1269
2023
Q3
$54.1K Sell
652
-41
-6% -$3.41K ﹤0.01% 1355
2023
Q2
$58.7K Buy
693
+176
+34% +$14.9K ﹤0.01% 1325
2023
Q1
$43.6K Buy
517
+22
+4% +$1.86K ﹤0.01% 1438
2022
Q4
$42K Sell
495
-47
-9% -$3.99K ﹤0.01% 1350
2022
Q3
$37K Sell
542
-32
-6% -$2.19K ﹤0.01% 1379
2022
Q2
$37K Sell
574
-2
-0.3% -$129 ﹤0.01% 1388
2022
Q1
$45K Sell
576
-32
-5% -$2.5K ﹤0.01% 1323
2021
Q4
$47K Buy
608
+101
+20% +$7.81K ﹤0.01% 1335
2021
Q3
$32K Buy
507
+124
+32% +$7.83K ﹤0.01% 1479
2021
Q2
$24K Buy
383
+68
+22% +$4.26K ﹤0.01% 1552
2021
Q1
$20K Buy
315
+9
+3% +$571 ﹤0.01% 1554
2020
Q4
$15K Hold
306
﹤0.01% 1588
2020
Q3
$13K Hold
306
﹤0.01% 1588
2020
Q2
$11K Sell
306
-210
-41% -$7.55K ﹤0.01% 1662
2020
Q1
$15K Buy
516
+148
+40% +$4.3K ﹤0.01% 1406
2019
Q4
$16K Hold
368
﹤0.01% 1499
2019
Q3
$14K Buy
368
+217
+144% +$8.26K ﹤0.01% 1506
2019
Q2
$6K Hold
151
﹤0.01% 1736
2019
Q1
$4K Buy
+151
New +$4K ﹤0.01% 1821
2018
Q2
Sell
-68
Closed -$2K 2074
2018
Q1
$2K Hold
68
﹤0.01% 1796
2017
Q4
$3K Hold
68
﹤0.01% 1711
2017
Q3
$2K Buy
+68
New +$2K ﹤0.01% 1808