Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$128K Sell
3,756
-1,103
-23% -$37.7K ﹤0.01% 1229
2025
Q1
$150K Sell
4,859
-68
-1% -$2.1K ﹤0.01% 1075
2024
Q4
$156K Buy
4,927
+9
+0.2% +$284 ﹤0.01% 1045
2024
Q3
$161K Sell
4,918
-1,253
-20% -$41K ﹤0.01% 1016
2024
Q2
$163K Buy
6,171
+41
+0.7% +$1.08K ﹤0.01% 943
2024
Q1
$174K Sell
6,130
-82
-1% -$2.32K ﹤0.01% 909
2023
Q4
$159K Sell
6,212
-1,791
-22% -$45.9K ﹤0.01% 910
2023
Q3
$194K Buy
8,003
+1,207
+18% +$29.2K 0.01% 797
2023
Q2
$200K Sell
6,796
-1,477
-18% -$43.4K 0.01% 783
2023
Q1
$222K Sell
8,273
-5,604
-40% -$150K 0.01% 722
2022
Q4
$432K Buy
13,877
+1,839
+15% +$57.2K 0.02% 451
2022
Q3
$294K Buy
12,038
+3,336
+38% +$81.5K 0.01% 547
2022
Q2
$219K Sell
8,702
-786
-8% -$19.8K 0.01% 644
2022
Q1
$277K Buy
9,488
+834
+10% +$24.3K 0.01% 601
2021
Q4
$227K Buy
8,654
+899
+12% +$23.6K 0.01% 699
2021
Q3
$184K Buy
7,755
+3,433
+79% +$81.5K 0.01% 742
2021
Q2
$110K Sell
4,322
-1,056
-20% -$26.9K ﹤0.01% 893
2021
Q1
$123K Buy
5,378
+28
+0.5% +$640 0.01% 797
2020
Q4
$97K Hold
5,350
0.01% 807
2020
Q3
$93K Hold
5,350
0.01% 792
2020
Q2
$111K Hold
5,350
0.01% 721
2020
Q1
$75K Sell
5,350
-3,700
-41% -$51.9K 0.01% 782
2019
Q4
$152K Hold
9,050
0.01% 599
2019
Q3
$150K Buy
9,050
+3,900
+76% +$64.6K 0.01% 566
2019
Q2
$91K Buy
5,150
+2,200
+75% +$38.9K 0.01% 676
2019
Q1
$57K Sell
2,950
-3,000
-50% -$58K 0.01% 807
2018
Q4
$100K Sell
5,950
-5,840
-50% -$98.2K 0.01% 537
2018
Q3
$282K Buy
11,790
+1,900
+19% +$45.4K 0.04% 309
2018
Q2
$247K Buy
9,890
+8,735
+756% +$218K 0.04% 301
2018
Q1
$24K Hold
1,155
﹤0.01% 926
2017
Q4
$24K Sell
1,155
-300
-21% -$6.23K ﹤0.01% 944
2017
Q3
$32K Sell
1,455
-361
-20% -$7.94K 0.01% 820
2017
Q2
$34K Sell
1,816
-700
-28% -$13.1K 0.01% 806
2017
Q1
$45K Sell
2,516
-100
-4% -$1.79K 0.01% 678
2016
Q4
$36K Buy
+2,616
New +$36K 0.01% 674