Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$64.7K Buy
4,107
+1,160
+39% +$18.3K ﹤0.01% 1576
2025
Q1
$34.9K Sell
2,947
-3,475
-54% -$41.2K ﹤0.01% 1843
2024
Q4
$82.9K Sell
6,422
-4,371
-40% -$56.4K ﹤0.01% 1358
2024
Q3
$138K Sell
10,793
-2,740
-20% -$34.9K ﹤0.01% 1108
2024
Q2
$191K Sell
13,533
-3,844
-22% -$54.2K ﹤0.01% 883
2024
Q1
$336K Sell
17,377
-2,095
-11% -$40.5K 0.01% 662
2023
Q4
$292K Sell
19,472
-8
-0% -$120 0.01% 653
2023
Q3
$205K Sell
19,480
-1,926
-9% -$20.3K 0.01% 778
2023
Q2
$205K Sell
21,406
-1,660
-7% -$15.9K 0.01% 770
2023
Q1
$214K Sell
23,066
-5,199
-18% -$48.2K 0.01% 739
2022
Q4
$311K Sell
28,265
-17,442
-38% -$192K 0.01% 548
2022
Q3
$602K Sell
45,707
-25,680
-36% -$338K 0.03% 344
2022
Q2
$948K Buy
71,387
+1,528
+2% +$20.3K 0.04% 253
2022
Q1
$2.7M Buy
69,859
+109
+0.2% +$4.21K 0.11% 133
2021
Q4
$2.98M Sell
69,750
-10,187
-13% -$435K 0.11% 132
2021
Q3
$4.28M Sell
79,937
-3,136
-4% -$168K 0.17% 95
2021
Q2
$5.02M Sell
83,073
-1,375
-2% -$83.2K 0.21% 77
2021
Q1
$5.34M Sell
84,448
-688
-0.8% -$43.5K 0.25% 71
2020
Q4
$4.18M Sell
85,136
-2,440
-3% -$120K 0.23% 75
2020
Q3
$2.41M Sell
87,576
-1,986
-2% -$54.7K 0.15% 107
2020
Q2
$2.96M Sell
89,562
-5,652
-6% -$187K 0.19% 81
2020
Q1
$2.56M Sell
95,214
-18,550
-16% -$498K 0.21% 77
2019
Q4
$4.89M Sell
113,764
-2,919
-3% -$126K 0.37% 46
2019
Q3
$4.77M Buy
116,683
+116,110
+20,264% +$4.74M 0.41% 45
2019
Q2
$38K Buy
+573
New +$38K ﹤0.01% 994