Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$409K Buy
5,028
+92
+2% +$7.48K 0.01% 706
2025
Q1
$298K Buy
4,936
+166
+3% +$10K 0.01% 781
2024
Q4
$405K Sell
4,770
-310
-6% -$26.3K 0.01% 643
2024
Q3
$313K Buy
5,080
+1,308
+35% +$80.6K 0.01% 743
2024
Q2
$182K Sell
3,772
-521
-12% -$25.1K ﹤0.01% 902
2024
Q1
$212K Buy
4,293
+49
+1% +$2.42K 0.01% 835
2023
Q4
$191K Sell
4,244
-259
-6% -$11.7K 0.01% 820
2023
Q3
$213K Sell
4,503
-477
-10% -$22.5K 0.01% 756
2023
Q2
$212K Sell
4,980
-103
-2% -$4.38K 0.01% 758
2023
Q1
$267K Sell
5,083
-76
-1% -$3.99K 0.01% 645
2022
Q4
$263K Sell
5,159
-210
-4% -$10.7K 0.01% 599
2022
Q3
$217K Sell
5,369
-154
-3% -$6.22K 0.01% 648
2022
Q2
$252K Sell
5,523
-481
-8% -$21.9K 0.01% 591
2022
Q1
$368K Sell
6,004
-184
-3% -$11.3K 0.01% 514
2021
Q4
$476K Buy
6,188
+631
+11% +$48.5K 0.02% 454
2021
Q3
$285K Buy
5,557
+21
+0.4% +$1.08K 0.01% 583
2021
Q2
$315K Buy
5,536
+53
+1% +$3.02K 0.01% 516
2021
Q1
$300K Sell
5,483
-34
-0.6% -$1.86K 0.01% 497
2020
Q4
$292K Sell
5,517
-211
-4% -$11.2K 0.02% 469
2020
Q3
$227K Sell
5,728
-669
-10% -$26.5K 0.01% 513
2020
Q2
$346K Buy
6,397
+89
+1% +$4.81K 0.02% 378
2020
Q1
$251K Sell
6,308
-31
-0.5% -$1.23K 0.02% 386
2019
Q4
$271K Hold
6,339
0.02% 414
2019
Q3
$249K Sell
6,339
-1,216
-16% -$47.8K 0.02% 407
2019
Q2
$311K Sell
7,555
-817
-10% -$33.6K 0.03% 332
2019
Q1
$313K Sell
8,372
-264
-3% -$9.87K 0.04% 302
2018
Q4
$292K Sell
8,636
-146
-2% -$4.94K 0.04% 285
2018
Q3
$274K Buy
8,782
+3,722
+74% +$116K 0.03% 315
2018
Q2
$134K Buy
5,060
+5,046
+36,043% +$134K 0.02% 465
2018
Q1
$0 Sell
14
-43
-75% ﹤0.01% 2083
2017
Q4
$1K Hold
57
﹤0.01% 1955
2017
Q3
$1K Sell
57
-201
-78% -$3.53K ﹤0.01% 1956
2017
Q2
$7K Hold
258
﹤0.01% 1430
2017
Q1
$6K Buy
+258
New +$6K ﹤0.01% 1399