Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$60.9K Buy
276
+7
+3% +$1.54K ﹤0.01% 1604
2025
Q1
$35.3K Sell
269
-679
-72% -$89.1K ﹤0.01% 1838
2024
Q4
$130K Sell
948
-1,174
-55% -$161K ﹤0.01% 1134
2024
Q3
$215K Sell
2,122
-481
-18% -$48.8K 0.01% 887
2024
Q2
$190K Hold
2,603
﹤0.01% 886
2024
Q1
$132K Sell
2,603
-152
-6% -$7.68K ﹤0.01% 1051
2023
Q4
$129K Buy
2,755
+152
+6% +$7.11K ﹤0.01% 1005
2023
Q3
$118K Buy
2,603
+978
+60% +$44.5K ﹤0.01% 1003
2023
Q2
$64K Buy
1,625
+625
+63% +$24.6K ﹤0.01% 1286
2023
Q1
$40.5K Hold
1,000
﹤0.01% 1484
2022
Q4
$36.9K Hold
1,000
﹤0.01% 1414
2022
Q3
$32K Buy
+1,000
New +$32K ﹤0.01% 1446
2022
Q2
Sell
-40
Closed -$2K 2934
2022
Q1
$2K Buy
40
+18
+82% +$900 ﹤0.01% 2525
2021
Q4
$1K Sell
22
-41
-65% -$1.86K ﹤0.01% 2804
2021
Q3
$3K Sell
63
-1,496
-96% -$71.2K ﹤0.01% 2510
2021
Q2
$75K Buy
1,559
+13
+0.8% +$625 ﹤0.01% 1029
2021
Q1
$82K Hold
1,546
﹤0.01% 955
2020
Q4
$69K Buy
1,546
+24
+2% +$1.07K ﹤0.01% 944
2020
Q3
$64K Hold
1,522
﹤0.01% 940
2020
Q2
$72K Sell
1,522
-1,766
-54% -$83.5K ﹤0.01% 891
2020
Q1
$113K Buy
3,288
+750
+30% +$25.8K 0.01% 634
2019
Q4
$102K Buy
2,538
+750
+42% +$30.1K 0.01% 749
2019
Q3
$70K Buy
1,788
+759
+74% +$29.7K 0.01% 842
2019
Q2
$42K Hold
1,029
﹤0.01% 952
2019
Q1
$51K Buy
1,029
+292
+40% +$14.5K 0.01% 842
2018
Q4
$27K Hold
737
﹤0.01% 949
2018
Q3
$32K Buy
737
+702
+2,006% +$30.5K ﹤0.01% 960
2018
Q2
$1K Sell
35
-36
-51% -$1.03K ﹤0.01% 1939
2018
Q1
$3K Buy
+71
New +$3K ﹤0.01% 1680