Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
760
-249
-25% -$39K ﹤0.01% 1265
2025
Q1
$130K Buy
1,009
+258
+34% +$33.3K ﹤0.01% 1152
2024
Q4
$107K Buy
751
+6
+0.8% +$858 ﹤0.01% 1224
2024
Q3
$111K Buy
745
+99
+15% +$14.8K ﹤0.01% 1196
2024
Q2
$83.4K Sell
646
-3
-0.5% -$387 ﹤0.01% 1257
2024
Q1
$88.2K Sell
649
-4
-0.6% -$544 ﹤0.01% 1226
2023
Q4
$77.9K Buy
653
+40
+7% +$4.77K ﹤0.01% 1227
2023
Q3
$60.1K Buy
613
+32
+6% +$3.14K ﹤0.01% 1303
2023
Q2
$54.2K Buy
581
+54
+10% +$5.04K ﹤0.01% 1369
2023
Q1
$45.5K Buy
527
+22
+4% +$1.9K ﹤0.01% 1415
2022
Q4
$41K Buy
505
+16
+3% +$1.3K ﹤0.01% 1362
2022
Q3
$32K Buy
489
+69
+16% +$4.52K ﹤0.01% 1453
2022
Q2
$28K Buy
420
+89
+27% +$5.93K ﹤0.01% 1493
2022
Q1
$26K Sell
331
-72
-18% -$5.66K ﹤0.01% 1588
2021
Q4
$41K Sell
403
-185
-31% -$18.8K ﹤0.01% 1415
2021
Q3
$50K Buy
588
+243
+70% +$20.7K ﹤0.01% 1272
2021
Q2
$32K Buy
345
+42
+14% +$3.9K ﹤0.01% 1429
2021
Q1
$28K Buy
303
+35
+13% +$3.23K ﹤0.01% 1427
2020
Q4
$21K Buy
268
+25
+10% +$1.96K ﹤0.01% 1437
2020
Q3
$14K Buy
243
+1
+0.4% +$58 ﹤0.01% 1570
2020
Q2
$14K Buy
242
+27
+13% +$1.56K ﹤0.01% 1569
2020
Q1
$9K Sell
215
-71
-25% -$2.97K ﹤0.01% 1648
2019
Q4
$21K Buy
286
+15
+6% +$1.1K ﹤0.01% 1372
2019
Q3
$17K Buy
271
+41
+18% +$2.57K ﹤0.01% 1425
2019
Q2
$15K Buy
230
+82
+55% +$5.35K ﹤0.01% 1395
2019
Q1
$9K Hold
148
﹤0.01% 1563
2018
Q4
$7K Hold
148
﹤0.01% 1467
2018
Q3
$9K Sell
148
-12
-8% -$730 ﹤0.01% 1470
2018
Q2
$8K Hold
160
﹤0.01% 1419
2018
Q1
$8K Hold
160
﹤0.01% 1358
2017
Q4
$9K Hold
160
﹤0.01% 1339
2017
Q3
$8K Hold
160
﹤0.01% 1374
2017
Q2
$7K Sell
160
-16
-9% -$700 ﹤0.01% 1447
2017
Q1
$7K Buy
+176
New +$7K ﹤0.01% 1355