Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$10.2K Buy
933
+175
+23% +$1.91K ﹤0.01% 2450
2025
Q1
$9.46K Sell
758
-18
-2% -$225 ﹤0.01% 2444
2024
Q4
$15.4K Buy
776
+526
+210% +$10.4K ﹤0.01% 2233
2024
Q3
$2.04K Sell
250
-506
-67% -$4.14K ﹤0.01% 2873
2024
Q2
$5.15K Buy
+756
New +$5.15K ﹤0.01% 2524
2023
Q3
Sell
-95
Closed -$743 3423
2023
Q2
$743 Hold
95
﹤0.01% 3007
2023
Q1
$625 Buy
+95
New +$625 ﹤0.01% 3056
2022
Q2
Sell
-84
Closed -$1K 3206
2022
Q1
$1K Sell
84
-290
-78% -$3.45K ﹤0.01% 2771
2021
Q4
$4K Buy
374
+22
+6% +$235 ﹤0.01% 2481
2021
Q3
$4K Hold
352
﹤0.01% 2452
2021
Q2
$5K Hold
352
﹤0.01% 2278
2021
Q1
$6K Hold
352
﹤0.01% 2114
2020
Q4
$6K Hold
352
﹤0.01% 1956
2020
Q3
$13K Sell
352
-44
-11% -$1.63K ﹤0.01% 1604
2020
Q2
$9K Buy
+396
New +$9K ﹤0.01% 1753
2020
Q1
Sell
-270
Closed -$4K 2536
2019
Q4
$4K Hold
270
﹤0.01% 2027
2019
Q3
$4K Hold
270
﹤0.01% 1980
2019
Q2
$3K Buy
+270
New +$3K ﹤0.01% 1983
2018
Q4
Sell
-419
Closed -$7K 2216
2018
Q3
$7K Buy
419
+285
+213% +$4.76K ﹤0.01% 1582
2018
Q2
$1K Hold
134
﹤0.01% 1984
2018
Q1
$2K Buy
+134
New +$2K ﹤0.01% 1847