Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Buy
1,506
+586
+64% +$50.6K ﹤0.01% 1216
2025
Q1
$47.9K Buy
920
+18
+2% +$937 ﹤0.01% 1646
2024
Q4
$49.6K Sell
902
-291
-24% -$16K ﹤0.01% 1629
2024
Q3
$79.9K Buy
1,193
+288
+32% +$19.3K ﹤0.01% 1366
2024
Q2
$50.2K Buy
905
+56
+7% +$3.11K ﹤0.01% 1503
2024
Q1
$43.4K Buy
849
+530
+166% +$27.1K ﹤0.01% 1566
2023
Q4
$14.5K Sell
319
-210
-40% -$9.55K ﹤0.01% 2124
2023
Q3
$21.8K Buy
529
+204
+63% +$8.39K ﹤0.01% 1793
2023
Q2
$14.4K Sell
325
-29
-8% -$1.28K ﹤0.01% 2016
2023
Q1
$14K Buy
354
+29
+9% +$1.14K ﹤0.01% 2001
2022
Q4
$9.71K Hold
325
﹤0.01% 2036
2022
Q3
$9K Buy
325
+20
+7% +$554 ﹤0.01% 2000
2022
Q2
$7K Hold
305
﹤0.01% 2105
2022
Q1
$8K Hold
305
﹤0.01% 2088
2021
Q4
$5K Buy
305
+8
+3% +$131 ﹤0.01% 2361
2021
Q3
$5K Hold
297
﹤0.01% 2308
2021
Q2
$6K Hold
297
﹤0.01% 2181
2021
Q1
$6K Hold
297
﹤0.01% 2089
2020
Q4
$5K Hold
297
﹤0.01% 1995
2020
Q3
$3K Sell
297
-167
-36% -$1.69K ﹤0.01% 2147
2020
Q2
$4K Buy
+464
New +$4K ﹤0.01% 1988
2019
Q3
Sell
-890
Closed -$22K 2380
2019
Q2
$22K Buy
890
+636
+250% +$15.7K ﹤0.01% 1219
2019
Q1
$6K Buy
254
+180
+243% +$4.25K ﹤0.01% 1704
2018
Q4
$1K Buy
74
+47
+174% +$635 ﹤0.01% 1973
2018
Q3
$1K Hold
27
﹤0.01% 2106
2018
Q2
$0 Sell
27
-90
-77% ﹤0.01% 2081
2018
Q1
$3K Buy
+117
New +$3K ﹤0.01% 1684
2017
Q1
Sell
-56
Closed -$1K 1981
2016
Q4
$1K Buy
+56
New +$1K ﹤0.01% 1684