Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$107K Sell
4,915
-1,346
-21% -$29.3K ﹤0.01% 1321
2025
Q1
$137K Buy
6,261
+1,803
+40% +$39.5K ﹤0.01% 1130
2024
Q4
$98.7K Sell
4,458
-1,300
-23% -$28.8K ﹤0.01% 1273
2024
Q3
$155K Buy
5,758
+997
+21% +$26.8K ﹤0.01% 1033
2024
Q2
$117K Sell
4,761
-126
-3% -$3.1K ﹤0.01% 1105
2024
Q1
$121K Buy
4,887
+960
+24% +$23.7K ﹤0.01% 1090
2023
Q4
$92K Buy
3,927
+1,764
+82% +$41.3K ﹤0.01% 1147
2023
Q3
$44.7K Sell
2,163
-151
-7% -$3.12K ﹤0.01% 1447
2023
Q2
$54.1K Buy
2,314
+441
+24% +$10.3K ﹤0.01% 1370
2023
Q1
$47.3K Sell
1,873
-1,006
-35% -$25.4K ﹤0.01% 1392
2022
Q4
$65.6K Sell
2,879
-1,465
-34% -$33.4K ﹤0.01% 1153
2022
Q3
$110K Buy
4,344
+464
+12% +$11.8K 0.01% 924
2022
Q2
$118K Buy
3,880
+44
+1% +$1.34K 0.01% 892
2022
Q1
$137K Sell
3,836
-293
-7% -$10.5K 0.01% 862
2021
Q4
$147K Buy
4,129
+667
+19% +$23.7K 0.01% 857
2021
Q3
$113K Buy
3,462
+1,344
+63% +$43.9K ﹤0.01% 920
2021
Q2
$56K Sell
2,118
-544
-20% -$14.4K ﹤0.01% 1176
2021
Q1
$70K Buy
2,662
+621
+30% +$16.3K ﹤0.01% 1018
2020
Q4
$57K Buy
2,041
+110
+6% +$3.07K ﹤0.01% 1034
2020
Q3
$52K Buy
1,931
+148
+8% +$3.99K ﹤0.01% 1035
2020
Q2
$43K Buy
1,783
+120
+7% +$2.89K ﹤0.01% 1103
2020
Q1
$34K Sell
1,663
-675
-29% -$13.8K ﹤0.01% 1078
2019
Q4
$47K Sell
2,338
-1,495
-39% -$30.1K ﹤0.01% 1050
2019
Q3
$84K Buy
3,833
+1,057
+38% +$23.2K 0.01% 773
2019
Q2
$69K Sell
2,776
-243
-8% -$6.04K 0.01% 778
2019
Q1
$65K Buy
3,019
+1,713
+131% +$36.9K 0.01% 763
2018
Q4
$27K Buy
1,306
+1,059
+429% +$21.9K ﹤0.01% 957
2018
Q3
$6K Sell
247
-197
-44% -$4.79K ﹤0.01% 1663
2018
Q2
$10K Buy
444
+293
+194% +$6.6K ﹤0.01% 1340
2018
Q1
$4K Buy
151
+10
+7% +$265 ﹤0.01% 1636
2017
Q4
$4K Sell
141
-23
-14% -$652 ﹤0.01% 1668
2017
Q3
$5K Sell
164
-58
-26% -$1.77K ﹤0.01% 1599
2017
Q2
$7K Buy
+222
New +$7K ﹤0.01% 1451
2017
Q1
Sell
-72
Closed -$2K 2067
2016
Q4
$2K Buy
+72
New +$2K ﹤0.01% 1642