Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$146K Sell
7,038
-95
-1% -$1.97K ﹤0.01% 1163
2025
Q1
$126K Sell
7,133
-3,140
-31% -$55.6K ﹤0.01% 1170
2024
Q4
$159K Buy
10,273
+692
+7% +$10.7K ﹤0.01% 1034
2024
Q3
$147K Buy
9,581
+2,202
+30% +$33.9K ﹤0.01% 1063
2024
Q2
$101K Buy
7,379
+685
+10% +$9.36K ﹤0.01% 1176
2024
Q1
$93.9K Buy
6,694
+426
+7% +$5.97K ﹤0.01% 1197
2023
Q4
$84.2K Buy
6,268
+5,887
+1,545% +$79.1K ﹤0.01% 1183
2023
Q3
$4.88K Buy
+381
New +$4.88K ﹤0.01% 2506
2019
Q3
Sell
-1,321
Closed -$16K 2441
2019
Q2
$16K Buy
1,321
+253
+24% +$3.06K ﹤0.01% 1368
2019
Q1
$13K Hold
1,068
﹤0.01% 1407
2018
Q4
$15K Sell
1,068
-478
-31% -$6.71K ﹤0.01% 1172
2018
Q3
$23K Buy
1,546
+1,091
+240% +$16.2K ﹤0.01% 1082
2018
Q2
$6K Sell
455
-1,068
-70% -$14.1K ﹤0.01% 1537
2018
Q1
$21K Sell
1,523
-2,979
-66% -$41.1K ﹤0.01% 987
2017
Q4
$70K Sell
4,502
-29
-0.6% -$451 0.01% 591
2017
Q3
$63K Sell
4,531
-4,544
-50% -$63.2K 0.01% 611
2017
Q2
$165K Buy
9,075
+1,489
+20% +$27.1K 0.03% 357
2017
Q1
$123K Buy
7,586
+6,719
+775% +$109K 0.02% 393
2016
Q4
$12K Buy
+867
New +$12K ﹤0.01% 1046