Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$150K Sell
6,756
-2,320
-26% -$51.4K ﹤0.01% 1150
2025
Q1
$208K Sell
9,076
-3,862
-30% -$88.7K ﹤0.01% 939
2024
Q4
$300K Buy
12,938
+5,424
+72% +$126K 0.01% 759
2024
Q3
$262K Sell
7,514
-1,642
-18% -$57.1K 0.01% 814
2024
Q2
$296K Buy
9,156
+5,715
+166% +$185K 0.01% 720
2024
Q1
$117K Sell
3,441
-579
-14% -$19.7K ﹤0.01% 1097
2023
Q4
$158K Sell
4,020
-944
-19% -$37.2K ﹤0.01% 913
2023
Q3
$190K Sell
4,964
-700
-12% -$26.7K 0.01% 806
2023
Q2
$258K Buy
5,664
+217
+4% +$9.89K 0.01% 675
2023
Q1
$244K Buy
5,447
+226
+4% +$10.1K 0.01% 680
2022
Q4
$229K Buy
5,221
+894
+21% +$39.3K 0.01% 642
2022
Q3
$181K Sell
4,327
-233
-5% -$9.75K 0.01% 718
2022
Q2
$224K Buy
4,560
+1,626
+55% +$79.9K 0.01% 633
2022
Q1
$161K Buy
2,934
+452
+18% +$24.8K 0.01% 802
2021
Q4
$129K Buy
2,482
+129
+5% +$6.71K ﹤0.01% 898
2021
Q3
$118K Sell
2,353
-74
-3% -$3.71K ﹤0.01% 893
2021
Q2
$120K Buy
2,427
+396
+19% +$19.6K 0.01% 864
2021
Q1
$92K Sell
2,031
-176
-8% -$7.97K ﹤0.01% 900
2020
Q4
$94K Sell
2,207
-88
-4% -$3.75K 0.01% 820
2020
Q3
$95K Buy
2,295
+808
+54% +$33.4K 0.01% 788
2020
Q2
$62K Buy
1,487
+52
+4% +$2.17K ﹤0.01% 951
2020
Q1
$58K Sell
1,435
-819
-36% -$33.1K ﹤0.01% 876
2019
Q4
$104K Sell
2,254
-138
-6% -$6.37K 0.01% 745
2019
Q3
$116K Buy
2,392
+1,242
+108% +$60.2K 0.01% 664
2019
Q2
$52K Sell
1,150
-383
-25% -$17.3K 0.01% 872
2019
Q1
$68K Buy
1,533
+1,400
+1,053% +$62.1K 0.01% 734
2018
Q4
$5K Hold
133
﹤0.01% 1561
2018
Q3
$5K Hold
133
﹤0.01% 1703
2018
Q2
$5K Sell
133
-1,040
-89% -$39.1K ﹤0.01% 1572
2018
Q1
$50K Sell
1,173
-863
-42% -$36.8K 0.01% 683
2017
Q4
$98K Hold
2,036
0.02% 488
2017
Q3
$98K Buy
2,036
+6
+0.3% +$289 0.02% 485
2017
Q2
$95K Hold
2,030
0.02% 489
2017
Q1
$91K Sell
2,030
-372
-15% -$16.7K 0.02% 476
2016
Q4
$104K Buy
+2,402
New +$104K 0.02% 374