Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.46K Hold
1,266
﹤0.01% 2757
2025
Q1
$4.06K Hold
1,266
﹤0.01% 2737
2024
Q4
$3.89K Sell
1,266
-1,594
-56% -$4.89K ﹤0.01% 2708
2024
Q3
$14.6K Buy
2,860
+709
+33% +$3.62K ﹤0.01% 2234
2024
Q2
$8.5K Buy
2,151
+846
+65% +$3.34K ﹤0.01% 2355
2024
Q1
$5.94K Hold
1,305
﹤0.01% 2481
2023
Q4
$4.78K Buy
+1,305
New +$4.78K ﹤0.01% 2541
2023
Q2
Sell
-147
Closed -$531 3433
2023
Q1
$531 Buy
+147
New +$531 ﹤0.01% 3108
2022
Q3
Sell
-1,306
Closed -$5K 3285
2022
Q2
$5K Buy
1,306
+875
+203% +$3.35K ﹤0.01% 2249
2022
Q1
$2K Sell
431
-2,068
-83% -$9.6K ﹤0.01% 2564
2021
Q4
$17K Buy
2,499
+984
+65% +$6.69K ﹤0.01% 1854
2021
Q3
$13K Buy
1,515
+1,385
+1,065% +$11.9K ﹤0.01% 1924
2021
Q2
$2K Sell
130
-63
-33% -$969 ﹤0.01% 2546
2021
Q1
$4K Buy
+193
New +$4K ﹤0.01% 2249
2020
Q2
Sell
-571
Closed -$9K 2553
2020
Q1
$9K Buy
571
+71
+14% +$1.12K ﹤0.01% 1646
2019
Q4
$9K Buy
+500
New +$9K ﹤0.01% 1762