Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$335K Buy
702
+3
+0.4% +$1.43K 0.01% 781
2025
Q1
$256K Sell
699
-41
-6% -$15K 0.01% 845
2024
Q4
$299K Sell
740
-46
-6% -$18.6K 0.01% 762
2024
Q3
$397K Buy
786
+38
+5% +$19.2K 0.01% 650
2024
Q2
$322K Buy
748
+10
+1% +$4.3K 0.01% 689
2024
Q1
$280K Sell
738
-2
-0.3% -$758 0.01% 730
2023
Q4
$240K Sell
740
-4
-0.5% -$1.3K 0.01% 720
2023
Q3
$234K Buy
744
+5
+0.7% +$1.57K 0.01% 720
2023
Q2
$252K Sell
739
-70
-9% -$23.9K 0.01% 688
2023
Q1
$240K Buy
809
+223
+38% +$66.1K 0.01% 688
2022
Q4
$176K Sell
586
-168
-22% -$50.5K 0.01% 758
2022
Q3
$197K Buy
754
+507
+205% +$132K 0.01% 686
2022
Q2
$70K Sell
247
-23
-9% -$6.52K ﹤0.01% 1099
2022
Q1
$82K Sell
270
-79
-23% -$24K ﹤0.01% 1062
2021
Q4
$94K Buy
349
+4
+1% +$1.08K ﹤0.01% 1034
2021
Q3
$90K Buy
345
+75
+28% +$19.6K ﹤0.01% 1012
2021
Q2
$69K Buy
270
+190
+238% +$48.6K ﹤0.01% 1069
2021
Q1
$20K Sell
80
-55
-41% -$13.8K ﹤0.01% 1555
2020
Q4
$34K Buy
135
+114
+543% +$28.7K ﹤0.01% 1238
2020
Q3
$4K Sell
21
-5
-19% -$952 ﹤0.01% 2053
2020
Q2
$5K Buy
26
+16
+160% +$3.08K ﹤0.01% 1935
2020
Q1
$2K Sell
10
-34
-77% -$6.8K ﹤0.01% 2103
2019
Q4
$11K Sell
44
-24
-35% -$6K ﹤0.01% 1660
2019
Q3
$16K Buy
68
+3
+5% +$706 ﹤0.01% 1439
2019
Q2
$13K Sell
65
-37
-36% -$7.4K ﹤0.01% 1450
2019
Q1
$19K Buy
102
+37
+57% +$6.89K ﹤0.01% 1230
2018
Q4
$9K Hold
65
﹤0.01% 1359
2018
Q3
$12K Buy
+65
New +$12K ﹤0.01% 1354