Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$135K Sell
2,095
-631
-23% -$40.6K ﹤0.01% 1198
2025
Q1
$190K Buy
2,726
+349
+15% +$24.3K ﹤0.01% 974
2024
Q4
$173K Sell
2,377
-83
-3% -$6.03K ﹤0.01% 988
2024
Q3
$207K Buy
2,460
+521
+27% +$43.7K ﹤0.01% 909
2024
Q2
$129K Buy
1,939
+4
+0.2% +$267 ﹤0.01% 1057
2024
Q1
$153K Buy
1,935
+1,177
+155% +$92.8K ﹤0.01% 973
2023
Q4
$50.8K Sell
758
-275
-27% -$18.4K ﹤0.01% 1427
2023
Q3
$55.2K Buy
1,033
+15
+1% +$802 ﹤0.01% 1344
2023
Q2
$58.4K Buy
1,018
+189
+23% +$10.8K ﹤0.01% 1327
2023
Q1
$41.2K Buy
829
+36
+5% +$1.79K ﹤0.01% 1472
2022
Q4
$37K Sell
793
-902
-53% -$42.1K ﹤0.01% 1412
2022
Q3
$79K Sell
1,695
-2,679
-61% -$125K ﹤0.01% 1060
2022
Q2
$221K Buy
4,374
+167
+4% +$8.44K 0.01% 640
2022
Q1
$224K Sell
4,207
-4,352
-51% -$232K 0.01% 680
2021
Q4
$601K Buy
8,559
+2,519
+42% +$177K 0.02% 394
2021
Q3
$336K Buy
6,040
+5,046
+508% +$281K 0.01% 534
2021
Q2
$59K Sell
994
-11
-1% -$653 ﹤0.01% 1153
2021
Q1
$60K Sell
1,005
-148
-13% -$8.84K ﹤0.01% 1094
2020
Q4
$63K Sell
1,153
-251
-18% -$13.7K ﹤0.01% 987
2020
Q3
$77K Buy
1,404
+11
+0.8% +$603 ﹤0.01% 863
2020
Q2
$69K Buy
1,393
+381
+38% +$18.9K ﹤0.01% 910
2020
Q1
$34K Buy
1,012
+340
+51% +$11.4K ﹤0.01% 1075
2019
Q4
$32K Buy
672
+4
+0.6% +$190 ﹤0.01% 1196
2019
Q3
$28K Hold
668
﹤0.01% 1203
2019
Q2
$26K Hold
668
﹤0.01% 1151
2019
Q1
$26K Buy
668
+8
+1% +$311 ﹤0.01% 1097
2018
Q4
$19K Buy
660
+50
+8% +$1.44K ﹤0.01% 1068
2018
Q3
$22K Hold
610
﹤0.01% 1101
2018
Q2
$22K Sell
610
-40
-6% -$1.44K ﹤0.01% 1016
2018
Q1
$26K Hold
650
﹤0.01% 905
2017
Q4
$29K Hold
650
﹤0.01% 881
2017
Q3
$25K Hold
650
﹤0.01% 916
2017
Q2
$25K Hold
650
﹤0.01% 923
2017
Q1
$24K Sell
650
-591
-48% -$21.8K ﹤0.01% 896
2016
Q4
$39K Buy
+1,241
New +$39K 0.01% 663