Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
4,085
-2,160
-35% -$115K ﹤0.01% 973
2025
Q1
$300K Buy
6,245
+2,210
+55% +$106K 0.01% 777
2024
Q4
$211K Buy
4,035
+481
+14% +$25.2K ﹤0.01% 907
2024
Q3
$193K Buy
3,554
+1,859
+110% +$101K ﹤0.01% 936
2024
Q2
$87.3K Buy
1,695
+94
+6% +$4.84K ﹤0.01% 1238
2024
Q1
$79.4K Sell
1,601
-84
-5% -$4.17K ﹤0.01% 1278
2023
Q4
$84.9K Buy
1,685
+45
+3% +$2.27K ﹤0.01% 1178
2023
Q3
$79K Buy
1,640
+53
+3% +$2.55K ﹤0.01% 1186
2023
Q2
$80.1K Buy
1,587
+795
+100% +$40.1K ﹤0.01% 1178
2023
Q1
$35.8K Buy
792
+189
+31% +$8.54K ﹤0.01% 1552
2022
Q4
$25.1K Sell
603
-216
-26% -$8.98K ﹤0.01% 1611
2022
Q3
$30K Buy
819
+230
+39% +$8.43K ﹤0.01% 1479
2022
Q2
$25K Buy
589
+47
+9% +$2K ﹤0.01% 1551
2022
Q1
$23K Sell
542
-21
-4% -$891 ﹤0.01% 1641
2021
Q4
$23K Sell
563
-37
-6% -$1.51K ﹤0.01% 1696
2021
Q3
$22K Sell
600
-670
-53% -$24.6K ﹤0.01% 1660
2021
Q2
$51K Sell
1,270
-49
-4% -$1.97K ﹤0.01% 1218
2021
Q1
$55K Buy
1,319
+70
+6% +$2.92K ﹤0.01% 1121
2020
Q4
$44K Sell
1,249
-640
-34% -$22.5K ﹤0.01% 1134
2020
Q3
$49K Sell
1,889
-497
-21% -$12.9K ﹤0.01% 1053
2020
Q2
$66K Sell
2,386
-264
-10% -$7.3K ﹤0.01% 931
2020
Q1
$66K Buy
2,650
+2,534
+2,184% +$63.1K 0.01% 834
2019
Q4
$5K Sell
116
-37
-24% -$1.6K ﹤0.01% 1939
2019
Q3
$7K Buy
153
+61
+66% +$2.79K ﹤0.01% 1774
2019
Q2
$4K Hold
92
﹤0.01% 1862
2019
Q1
$4K Buy
92
+52
+130% +$2.26K ﹤0.01% 1826
2018
Q4
$1K Sell
40
-98
-71% -$2.45K ﹤0.01% 1974
2018
Q3
$6K Buy
138
+1
+0.7% +$43 ﹤0.01% 1623
2018
Q2
$5K Sell
137
-133
-49% -$4.85K ﹤0.01% 1571
2018
Q1
$11K Sell
270
-28
-9% -$1.14K ﹤0.01% 1219
2017
Q4
$12K Sell
298
-17
-5% -$685 ﹤0.01% 1224
2017
Q3
$12K Buy
315
+56
+22% +$2.13K ﹤0.01% 1201
2017
Q2
$10K Sell
259
-1,079
-81% -$41.7K ﹤0.01% 1306
2017
Q1
$50K Buy
1,338
+382
+40% +$14.3K 0.01% 645
2016
Q4
$46K Buy
+956
New +$46K 0.01% 611