Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$8.36K Hold
6,910
﹤0.01% 2525
2025
Q1
$4.42K Hold
6,910
﹤0.01% 2707
2024
Q4
$11.1K Hold
6,910
﹤0.01% 2358
2024
Q3
$12.2K Sell
6,910
-15,818
-70% -$28K ﹤0.01% 2309
2024
Q2
$71.8K Buy
22,728
+15,818
+229% +$50K ﹤0.01% 1338
2024
Q1
$52.3K Buy
6,910
+960
+16% +$7.27K ﹤0.01% 1480
2023
Q4
$67.6K Sell
5,950
-59
-1% -$670 ﹤0.01% 1289
2023
Q3
$53.6K Buy
6,009
+21
+0.4% +$187 ﹤0.01% 1362
2023
Q2
$53.2K Sell
5,988
-935
-14% -$8.3K ﹤0.01% 1378
2023
Q1
$113K Buy
6,923
+106
+2% +$1.73K ﹤0.01% 1004
2022
Q4
$172K Sell
6,817
-188
-3% -$4.75K 0.01% 766
2022
Q3
$148K Sell
7,005
-163
-2% -$3.44K 0.01% 785
2022
Q2
$135K Sell
7,168
-1,017
-12% -$19.2K 0.01% 841
2022
Q1
$295K Buy
8,185
+1,596
+24% +$57.5K 0.01% 583
2021
Q4
$202K Buy
6,589
+4,575
+227% +$140K 0.01% 740
2021
Q3
$137K Buy
2,014
+3
+0.1% +$204 0.01% 847
2021
Q2
$167K Sell
2,011
-303
-13% -$25.2K 0.01% 740
2021
Q1
$198K Sell
2,314
-1,562
-40% -$134K 0.01% 640
2020
Q4
$350K Sell
3,876
-851
-18% -$76.8K 0.02% 410
2020
Q3
$338K Sell
4,727
-213
-4% -$15.2K 0.02% 394
2020
Q2
$332K Buy
4,940
+3,378
+216% +$227K 0.02% 391
2020
Q1
$55K Buy
1,562
+4
+0.3% +$141 ﹤0.01% 890
2019
Q4
$59K Hold
1,558
﹤0.01% 972
2019
Q3
$47K Hold
1,558
﹤0.01% 1004
2019
Q2
$60K Hold
1,558
0.01% 832
2019
Q1
$59K Hold
1,558
0.01% 797
2018
Q4
$44K Buy
1,558
+289
+23% +$8.16K 0.01% 796
2018
Q3
$36K Buy
1,269
+288
+29% +$8.17K ﹤0.01% 923
2018
Q2
$27K Buy
981
+368
+60% +$10.1K ﹤0.01% 932
2018
Q1
$13K Buy
613
+368
+150% +$7.8K ﹤0.01% 1163
2017
Q4
$4K Buy
+245
New +$4K ﹤0.01% 1634
2017
Q3
Sell
-491
Closed -$7K 2106
2017
Q2
$7K Buy
+491
New +$7K ﹤0.01% 1429