Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
4,248
+816
+24% +$22.8K ﹤0.01% 1268
2025
Q1
$94.3K Sell
3,432
-77
-2% -$2.12K ﹤0.01% 1296
2024
Q4
$118K Sell
3,509
-42
-1% -$1.41K ﹤0.01% 1177
2024
Q3
$112K Hold
3,551
﹤0.01% 1193
2024
Q2
$112K Sell
3,551
-12
-0.3% -$377 ﹤0.01% 1129
2024
Q1
$133K Buy
3,563
+29
+0.8% +$1.08K ﹤0.01% 1046
2023
Q4
$119K Sell
3,534
-11
-0.3% -$370 ﹤0.01% 1038
2023
Q3
$113K Sell
3,545
-35
-1% -$1.11K ﹤0.01% 1027
2023
Q2
$108K Buy
3,580
+15
+0.4% +$452 ﹤0.01% 1035
2023
Q1
$88.3K Sell
3,565
-81
-2% -$2.01K ﹤0.01% 1111
2022
Q4
$96.4K Buy
3,646
+40
+1% +$1.06K ﹤0.01% 1001
2022
Q3
$123K Buy
3,606
+198
+6% +$6.75K 0.01% 874
2022
Q2
$105K Sell
3,408
-47
-1% -$1.45K ﹤0.01% 937
2022
Q1
$149K Buy
3,455
+47
+1% +$2.03K 0.01% 835
2021
Q4
$187K Hold
3,408
0.01% 772
2021
Q3
$242K Sell
3,408
-42
-1% -$2.98K 0.01% 644
2021
Q2
$207K Buy
3,450
+712
+26% +$42.7K 0.01% 662
2021
Q1
$183K Buy
2,738
+1,184
+76% +$79.1K 0.01% 660
2020
Q4
$113K Buy
1,554
+421
+37% +$30.6K 0.01% 760
2020
Q3
$90K Buy
+1,133
New +$90K 0.01% 807