Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$82.3K Sell
1,206
-473
-28% -$32.3K ﹤0.01% 1452
2025
Q1
$99.9K Buy
1,679
+739
+79% +$44K ﹤0.01% 1270
2024
Q4
$56.9K Sell
940
-660
-41% -$39.9K ﹤0.01% 1558
2024
Q3
$115K Buy
1,600
+394
+33% +$28.4K ﹤0.01% 1183
2024
Q2
$84.9K Sell
1,206
-7
-0.6% -$493 ﹤0.01% 1248
2024
Q1
$96.6K Buy
1,213
+75
+7% +$5.97K ﹤0.01% 1185
2023
Q4
$102K Sell
1,138
-473
-29% -$42.4K ﹤0.01% 1109
2023
Q3
$159K Buy
1,611
+68
+4% +$6.7K 0.01% 880
2023
Q2
$158K Sell
1,543
-232
-13% -$23.7K 0.01% 884
2023
Q1
$199K Buy
1,775
+236
+15% +$26.5K 0.01% 772
2022
Q4
$143K Buy
1,539
+579
+60% +$53.9K 0.01% 849
2022
Q3
$75K Sell
960
-330
-26% -$25.8K ﹤0.01% 1079
2022
Q2
$115K Buy
1,290
+383
+42% +$34.1K 0.01% 906
2022
Q1
$111K Sell
907
-374
-29% -$45.8K ﹤0.01% 946
2021
Q4
$211K Buy
1,281
+347
+37% +$57.2K 0.01% 723
2021
Q3
$139K Buy
934
+159
+21% +$23.7K 0.01% 842
2021
Q2
$122K Buy
775
+287
+59% +$45.2K 0.01% 858
2021
Q1
$67K Buy
488
+131
+37% +$18K ﹤0.01% 1035
2020
Q4
$47K Sell
357
-200
-36% -$26.3K ﹤0.01% 1099
2020
Q3
$51K Sell
557
-67
-11% -$6.14K ﹤0.01% 1039
2020
Q2
$48K Sell
624
-19
-3% -$1.46K ﹤0.01% 1054
2020
Q1
$31K Sell
643
-548
-46% -$26.4K ﹤0.01% 1106
2019
Q4
$113K Buy
1,191
+5
+0.4% +$474 0.01% 722
2019
Q3
$104K Buy
1,186
+494
+71% +$43.3K 0.01% 697
2019
Q2
$56K Sell
692
-29
-4% -$2.35K 0.01% 845
2019
Q1
$57K Buy
721
+83
+13% +$6.56K 0.01% 806
2018
Q4
$39K Buy
638
+102
+19% +$6.24K 0.01% 840
2018
Q3
$45K Sell
536
-60
-10% -$5.04K 0.01% 850
2018
Q2
$54K Buy
596
+24
+4% +$2.17K 0.01% 708
2018
Q1
$49K Buy
572
+10
+2% +$857 0.01% 695
2017
Q4
$48K Buy
562
+24
+4% +$2.05K 0.01% 707
2017
Q3
$51K Sell
538
-16
-3% -$1.52K 0.01% 674
2017
Q2
$50K Buy
554
+119
+27% +$10.7K 0.01% 684
2017
Q1
$38K Buy
435
+101
+30% +$8.82K 0.01% 724
2016
Q4
$22K Buy
+334
New +$22K 0.01% 826