Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
7,061
-1,702
-19% -$55.2K ﹤0.01% 952
2025
Q1
$271K Sell
8,763
-5,285
-38% -$163K 0.01% 819
2024
Q4
$384K Sell
14,048
-708
-5% -$19.4K 0.01% 666
2024
Q3
$447K Buy
14,756
+817
+6% +$24.8K 0.01% 602
2024
Q2
$429K Buy
13,939
+1,177
+9% +$36.2K 0.01% 583
2024
Q1
$405K Sell
12,762
-485
-4% -$15.4K 0.01% 599
2023
Q4
$451K Sell
13,247
-235
-2% -$7.99K 0.01% 522
2023
Q3
$430K Sell
13,482
-34
-0.3% -$1.09K 0.01% 499
2023
Q2
$389K Buy
13,516
+405
+3% +$11.7K 0.01% 538
2023
Q1
$367K Buy
13,111
+9,043
+222% +$253K 0.01% 540
2022
Q4
$117K Buy
4,068
+349
+9% +$10K 0.01% 930
2022
Q3
$79K Buy
3,719
+2,193
+144% +$46.6K ﹤0.01% 1057
2022
Q2
$36K Sell
1,526
-165
-10% -$3.89K ﹤0.01% 1401
2022
Q1
$50K Sell
1,691
-1,694
-50% -$50.1K ﹤0.01% 1277
2021
Q4
$94K Buy
3,385
+482
+17% +$13.4K ﹤0.01% 1035
2021
Q3
$78K Buy
2,903
+1,920
+195% +$51.6K ﹤0.01% 1067
2021
Q2
$24K Buy
983
+307
+45% +$7.5K ﹤0.01% 1557
2021
Q1
$17K Sell
676
-129
-16% -$3.24K ﹤0.01% 1649
2020
Q4
$17K Sell
805
-922
-53% -$19.5K ﹤0.01% 1534
2020
Q3
$27K Buy
1,727
+754
+77% +$11.8K ﹤0.01% 1297
2020
Q2
$18K Buy
973
+559
+135% +$10.3K ﹤0.01% 1449
2020
Q1
$8K Sell
414
-1,982
-83% -$38.3K ﹤0.01% 1692
2019
Q4
$74K Buy
2,396
+1,238
+107% +$38.2K 0.01% 901
2019
Q3
$35K Sell
1,158
-2,242
-66% -$67.8K ﹤0.01% 1108
2019
Q2
$112K Sell
3,400
-1,819
-35% -$59.9K 0.01% 626
2019
Q1
$184K Buy
5,219
+2,286
+78% +$80.6K 0.02% 425
2018
Q4
$92K Buy
2,933
+929
+46% +$29.1K 0.01% 565
2018
Q3
$75K Sell
2,004
-238
-11% -$8.91K 0.01% 675
2018
Q2
$83K Buy
2,242
+1,348
+151% +$49.9K 0.01% 586
2018
Q1
$32K Sell
894
-448
-33% -$16K 0.01% 845
2017
Q4
$45K Buy
1,342
+131
+11% +$4.39K 0.01% 737
2017
Q3
$40K Buy
1,211
+61
+5% +$2.02K 0.01% 754
2017
Q2
$36K Buy
1,150
+369
+47% +$11.6K 0.01% 786
2017
Q1
$24K Buy
781
+453
+138% +$13.9K ﹤0.01% 890
2016
Q4
$11K Buy
+328
New +$11K ﹤0.01% 1062