Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$131K Sell
400
-5
-1% -$1.64K ﹤0.01% 1211
2025
Q1
$108K Sell
405
-53
-12% -$14.2K ﹤0.01% 1238
2024
Q4
$109K Buy
458
+4
+0.9% +$952 ﹤0.01% 1215
2024
Q3
$119K Buy
454
+262
+136% +$68.6K ﹤0.01% 1171
2024
Q2
$43K Buy
192
+25
+15% +$5.6K ﹤0.01% 1592
2024
Q1
$32K Sell
167
-4
-2% -$766 ﹤0.01% 1714
2023
Q4
$30.7K Sell
171
-26
-13% -$4.66K ﹤0.01% 1676
2023
Q3
$32K Sell
197
-47
-19% -$7.63K ﹤0.01% 1617
2023
Q2
$43.3K Buy
244
+15
+7% +$2.66K ﹤0.01% 1472
2023
Q1
$39.3K Buy
229
+1
+0.4% +$171 ﹤0.01% 1496
2022
Q4
$35.1K Sell
228
-8
-3% -$1.23K ﹤0.01% 1451
2022
Q3
$34K Buy
236
+81
+52% +$11.7K ﹤0.01% 1417
2022
Q2
$20K Sell
155
-15
-9% -$1.94K ﹤0.01% 1654
2022
Q1
$26K Sell
170
-161
-49% -$24.6K ﹤0.01% 1584
2021
Q4
$48K Buy
331
+87
+36% +$12.6K ﹤0.01% 1332
2021
Q3
$32K Buy
244
+77
+46% +$10.1K ﹤0.01% 1483
2021
Q2
$23K Buy
167
+13
+8% +$1.79K ﹤0.01% 1586
2021
Q1
$19K Buy
154
+15
+11% +$1.85K ﹤0.01% 1591
2020
Q4
$18K Sell
139
-56
-29% -$7.25K ﹤0.01% 1511
2020
Q3
$20K Buy
195
+29
+17% +$2.97K ﹤0.01% 1423
2020
Q2
$16K Sell
166
-96
-37% -$9.25K ﹤0.01% 1498
2020
Q1
$19K Buy
262
+129
+97% +$9.36K ﹤0.01% 1327
2019
Q4
$15K Sell
133
-7
-5% -$789 ﹤0.01% 1542
2019
Q3
$18K Buy
140
+65
+87% +$8.36K ﹤0.01% 1395
2019
Q2
$10K Hold
75
﹤0.01% 1571
2019
Q1
$7K Hold
75
﹤0.01% 1667
2018
Q4
$5K Hold
75
﹤0.01% 1581
2018
Q3
$7K Sell
75
-27
-26% -$2.52K ﹤0.01% 1572
2018
Q2
$7K Sell
102
-2
-2% -$137 ﹤0.01% 1471
2018
Q1
$7K Sell
104
-27
-21% -$1.82K ﹤0.01% 1410
2017
Q4
$6K Hold
131
﹤0.01% 1489
2017
Q3
$6K Hold
131
﹤0.01% 1492
2017
Q2
$5K Buy
131
+21
+19% +$802 ﹤0.01% 1593
2017
Q1
$3K Sell
110
-354
-76% -$9.66K ﹤0.01% 1672
2016
Q4
$15K Buy
+464
New +$15K ﹤0.01% 967