Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$26.8K Sell
238
-42
-15% -$4.73K ﹤0.01% 2043
2025
Q1
$31.4K Buy
280
+148
+112% +$16.6K ﹤0.01% 1887
2024
Q4
$14.8K Sell
132
-45
-25% -$5.03K ﹤0.01% 2247
2024
Q3
$24.7K Sell
177
-65
-27% -$9.06K ﹤0.01% 1966
2024
Q2
$28.5K Sell
242
-60
-20% -$7.05K ﹤0.01% 1788
2024
Q1
$39.4K Buy
302
+43
+17% +$5.61K ﹤0.01% 1619
2023
Q4
$32.2K Buy
259
+100
+63% +$12.4K ﹤0.01% 1662
2023
Q3
$16.8K Buy
159
+22
+16% +$2.32K ﹤0.01% 1943
2023
Q2
$15.4K Sell
137
-2
-1% -$225 ﹤0.01% 1968
2023
Q1
$14.9K Buy
139
+138
+13,800% +$14.8K ﹤0.01% 1964
2022
Q4
$111 Hold
1
﹤0.01% 3249
2022
Q3
$0 Hold
1
﹤0.01% 3447
2022
Q2
$0 Sell
1
-17
-94% ﹤0.01% 3302
2022
Q1
$2K Buy
18
+6
+50% +$667 ﹤0.01% 2602
2021
Q4
$1K Hold
12
﹤0.01% 2938
2021
Q3
$1K Buy
+12
New +$1K ﹤0.01% 2926
2020
Q1
Sell
-31
Closed -$3K 2611
2019
Q4
$3K Hold
31
﹤0.01% 2131
2019
Q3
$3K Sell
31
-112
-78% -$10.8K ﹤0.01% 2075
2019
Q2
$12K Sell
143
-174
-55% -$14.6K ﹤0.01% 1503
2019
Q1
$24K Buy
317
+2
+0.6% +$151 ﹤0.01% 1133
2018
Q4
$20K Buy
315
+1
+0.3% +$63 ﹤0.01% 1047
2018
Q3
$25K Buy
314
+1
+0.3% +$80 ﹤0.01% 1062
2018
Q2
$25K Buy
313
+1
+0.3% +$80 ﹤0.01% 971
2018
Q1
$25K Sell
312
-23
-7% -$1.84K ﹤0.01% 922
2017
Q4
$26K Hold
335
﹤0.01% 923
2017
Q3
$23K Buy
335
+1
+0.3% +$69 ﹤0.01% 947
2017
Q2
$23K Buy
334
+26
+8% +$1.79K ﹤0.01% 961
2017
Q1
$22K Buy
308
+2
+0.7% +$143 ﹤0.01% 930
2016
Q4
$26K Buy
+306
New +$26K 0.01% 775