Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$94.3K Sell
2,259
-1,092
-33% -$45.6K ﹤0.01% 1382
2025
Q1
$141K Buy
3,351
+2,129
+174% +$89.8K ﹤0.01% 1108
2024
Q4
$59.4K Sell
1,222
-1,160
-49% -$56.4K ﹤0.01% 1530
2024
Q3
$157K Buy
2,382
+1,033
+77% +$68.1K ﹤0.01% 1029
2024
Q2
$77.6K Sell
1,349
-337
-20% -$19.4K ﹤0.01% 1289
2024
Q1
$107K Sell
1,686
-497
-23% -$31.7K ﹤0.01% 1143
2023
Q4
$138K Buy
2,183
+1,020
+88% +$64.3K ﹤0.01% 965
2023
Q3
$78K Sell
1,163
-545
-32% -$36.5K ﹤0.01% 1191
2023
Q2
$178K Sell
1,708
-462
-21% -$48.2K 0.01% 830
2023
Q1
$265K Sell
2,170
-328
-13% -$40.1K 0.01% 648
2022
Q4
$312K Sell
2,498
-18
-0.7% -$2.25K 0.01% 547
2022
Q3
$266K Buy
2,516
+169
+7% +$17.9K 0.01% 578
2022
Q2
$251K Buy
2,347
+761
+48% +$81.4K 0.01% 592
2022
Q1
$211K Sell
1,586
-127
-7% -$16.9K 0.01% 708
2021
Q4
$188K Buy
1,713
+753
+78% +$82.6K 0.01% 769
2021
Q3
$88K Sell
960
-249
-21% -$22.8K ﹤0.01% 1019
2021
Q2
$131K Buy
1,209
+182
+18% +$19.7K 0.01% 839
2021
Q1
$114K Buy
1,027
+87
+9% +$9.66K 0.01% 826
2020
Q4
$108K Sell
940
-991
-51% -$114K 0.01% 771
2020
Q3
$205K Sell
1,931
-707
-27% -$75.1K 0.01% 544
2020
Q2
$262K Buy
2,638
+2,102
+392% +$209K 0.02% 456
2020
Q1
$43K Sell
536
-18
-3% -$1.44K ﹤0.01% 997
2019
Q4
$55K Hold
554
﹤0.01% 996
2019
Q3
$49K Buy
554
+53
+11% +$4.69K ﹤0.01% 987
2019
Q2
$42K Buy
501
+160
+47% +$13.4K ﹤0.01% 953
2019
Q1
$26K Sell
341
-64
-16% -$4.88K ﹤0.01% 1096
2018
Q4
$25K Hold
405
﹤0.01% 976
2018
Q3
$31K Sell
405
-40
-9% -$3.06K ﹤0.01% 977
2018
Q2
$34K Sell
445
-16
-3% -$1.22K ﹤0.01% 859
2018
Q1
$31K Hold
461
﹤0.01% 850
2017
Q4
$38K Sell
461
-3
-0.6% -$247 0.01% 785
2017
Q3
$38K Sell
464
-9
-2% -$737 0.01% 777
2017
Q2
$31K Buy
473
+5
+1% +$328 0.01% 843
2017
Q1
$29K Buy
468
+310
+196% +$19.2K 0.01% 818
2016
Q4
$8K Buy
+158
New +$8K ﹤0.01% 1189