Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$45K Buy
4,932
+60
+1% +$548 ﹤0.01% 1774
2025
Q1
$35.6K Sell
4,872
-2
-0% -$15 ﹤0.01% 1831
2024
Q4
$28.9K Sell
4,874
-2,363
-33% -$14K ﹤0.01% 1943
2024
Q3
$53.8K Sell
7,237
-204
-3% -$1.52K ﹤0.01% 1575
2024
Q2
$49.8K Buy
7,441
+2,898
+64% +$19.4K ﹤0.01% 1511
2024
Q1
$35.1K Buy
4,543
+28
+0.6% +$216 ﹤0.01% 1671
2023
Q4
$38.3K Sell
4,515
-921
-17% -$7.81K ﹤0.01% 1570
2023
Q3
$38.1K Buy
5,436
+28
+0.5% +$196 ﹤0.01% 1528
2023
Q2
$37.2K Sell
5,408
-826
-13% -$5.69K ﹤0.01% 1548
2023
Q1
$33.5K Buy
6,234
+645
+12% +$3.47K ﹤0.01% 1582
2022
Q4
$32.1K Sell
5,589
-99
-2% -$569 ﹤0.01% 1491
2022
Q3
$27K Hold
5,688
﹤0.01% 1525
2022
Q2
$29K Hold
5,688
﹤0.01% 1478
2022
Q1
$35K Sell
5,688
-3,061
-35% -$18.8K ﹤0.01% 1444
2021
Q4
$39K Sell
8,749
-1,246
-12% -$5.55K ﹤0.01% 1444
2021
Q3
$52K Buy
9,995
+2,344
+31% +$12.2K ﹤0.01% 1250
2021
Q2
$35K Buy
7,651
+1,966
+35% +$8.99K ﹤0.01% 1391
2021
Q1
$29K Sell
5,685
-200
-3% -$1.02K ﹤0.01% 1412
2020
Q4
$34K Buy
5,885
+1,770
+43% +$10.2K ﹤0.01% 1242
2020
Q3
$18K Buy
4,115
+5
+0.1% +$22 ﹤0.01% 1467
2020
Q2
$18K Buy
4,110
+237
+6% +$1.04K ﹤0.01% 1451
2020
Q1
$16K Sell
3,873
-5,967
-61% -$24.7K ﹤0.01% 1393
2019
Q4
$67K Hold
9,840
0.01% 931
2019
Q3
$47K Hold
9,840
﹤0.01% 1005
2019
Q2
$50K Buy
9,840
+5,967
+154% +$30.3K ﹤0.01% 891
2019
Q1
$14K Hold
3,873
﹤0.01% 1365
2018
Q4
$12K Hold
3,873
﹤0.01% 1242
2018
Q3
$8K Buy
+3,873
New +$8K ﹤0.01% 1510
2018
Q2
Sell
-1,590
Closed -$5K 2114
2018
Q1
$5K Hold
1,590
﹤0.01% 1541
2017
Q4
$5K Buy
+1,590
New +$5K ﹤0.01% 1562