Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$97.7K Buy
1,029
+36
+4% +$3.42K ﹤0.01% 1363
2025
Q1
$87.6K Sell
993
-239
-19% -$21.1K ﹤0.01% 1334
2024
Q4
$117K Buy
1,232
+723
+142% +$68.5K ﹤0.01% 1183
2024
Q3
$55.6K Sell
509
-72
-12% -$7.86K ﹤0.01% 1553
2024
Q2
$66.4K Sell
581
-169
-23% -$19.3K ﹤0.01% 1373
2024
Q1
$109K Sell
750
-127
-14% -$18.4K ﹤0.01% 1130
2023
Q4
$124K Buy
877
+330
+60% +$46.6K ﹤0.01% 1026
2023
Q3
$73.4K Sell
547
-5
-0.9% -$671 ﹤0.01% 1220
2023
Q2
$79.3K Sell
552
-105
-16% -$15.1K ﹤0.01% 1183
2023
Q1
$91.7K Buy
657
+36
+6% +$5.02K ﹤0.01% 1097
2022
Q4
$77K Sell
621
-107
-15% -$13.3K ﹤0.01% 1092
2022
Q3
$87K Sell
728
-7
-1% -$837 ﹤0.01% 1019
2022
Q2
$93K Sell
735
-34
-4% -$4.3K ﹤0.01% 987
2022
Q1
$112K Sell
769
-52
-6% -$7.57K ﹤0.01% 944
2021
Q4
$150K Sell
821
-451
-35% -$82.4K 0.01% 847
2021
Q3
$199K Buy
1,272
+163
+15% +$25.5K 0.01% 709
2021
Q2
$194K Buy
1,109
+32
+3% +$5.6K 0.01% 683
2021
Q1
$195K Buy
1,077
+16
+2% +$2.9K 0.01% 646
2020
Q4
$169K Sell
1,061
-35
-3% -$5.58K 0.01% 637
2020
Q3
$120K Hold
1,096
0.01% 695
2020
Q2
$119K Sell
1,096
-36
-3% -$3.91K 0.01% 700
2020
Q1
$91K Buy
1,132
+86
+8% +$6.91K 0.01% 707
2019
Q4
$144K Sell
1,046
-4
-0.4% -$551 0.01% 621
2019
Q3
$124K Sell
1,050
-166
-14% -$19.6K 0.01% 646
2019
Q2
$169K Sell
1,216
-38
-3% -$5.28K 0.02% 484
2019
Q1
$170K Sell
1,254
-3
-0.2% -$407 0.02% 452
2018
Q4
$154K Buy
1,257
+182
+17% +$22.3K 0.02% 427
2018
Q3
$156K Sell
1,075
-35
-3% -$5.08K 0.02% 460
2018
Q2
$206K Buy
1,110
+35
+3% +$6.5K 0.03% 341
2018
Q1
$200K Sell
1,075
-42
-4% -$7.81K 0.03% 324
2017
Q4
$197K Hold
1,117
0.03% 320
2017
Q3
$195K Hold
1,117
0.03% 320
2017
Q2
$166K Buy
1,117
+42
+4% +$6.24K 0.03% 355
2017
Q1
$146K Hold
1,075
0.03% 357
2016
Q4
$142K Buy
+1,075
New +$142K 0.03% 312