Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.4K Sell
3,855
-40
-1% -$232 ﹤0.01% 2127
2025
Q1
$18.9K Hold
3,895
﹤0.01% 2159
2024
Q4
$30K Hold
3,895
﹤0.01% 1922
2024
Q3
$24.9K Buy
3,895
+40
+1% +$255 ﹤0.01% 1959
2024
Q2
$20.8K Hold
3,855
﹤0.01% 1946
2024
Q1
$26.5K Hold
3,855
﹤0.01% 1823
2023
Q4
$21.1K Sell
3,855
-609
-14% -$3.33K ﹤0.01% 1906
2023
Q3
$15K Buy
4,464
+889
+25% +$3K ﹤0.01% 2000
2023
Q2
$23.9K Sell
3,575
-74
-2% -$495 ﹤0.01% 1762
2023
Q1
$28.1K Sell
3,649
-238
-6% -$1.83K ﹤0.01% 1661
2022
Q4
$32.8K Sell
3,887
-171
-4% -$1.44K ﹤0.01% 1478
2022
Q3
$37K Buy
4,058
+270
+7% +$2.46K ﹤0.01% 1391
2022
Q2
$29K Buy
3,788
+213
+6% +$1.63K ﹤0.01% 1485
2022
Q1
$19K Sell
3,575
-277
-7% -$1.47K ﹤0.01% 1744
2021
Q4
$27K Sell
3,852
-5,723
-60% -$40.1K ﹤0.01% 1632
2021
Q3
$86K Hold
9,575
﹤0.01% 1032
2021
Q2
$117K Sell
9,575
-200
-2% -$2.44K 0.01% 877
2021
Q1
$144K Buy
9,775
+40
+0.4% +$589 0.01% 747
2020
Q4
$114K Sell
9,735
-40
-0.4% -$468 0.01% 756
2020
Q3
$73K Buy
9,775
+200
+2% +$1.49K ﹤0.01% 890
2020
Q2
$45K Hold
9,575
﹤0.01% 1084
2020
Q1
$16K Buy
9,575
+7,325
+326% +$12.2K ﹤0.01% 1404
2019
Q4
$6K Hold
2,250
﹤0.01% 1920
2019
Q3
$4K Hold
2,250
﹤0.01% 2000
2019
Q2
$7K Buy
+2,250
New +$7K ﹤0.01% 1715
2019
Q1
Hold
0
2394
2018
Q4
Sell
-295
Closed -$2K 2286
2018
Q3
$2K Hold
295
﹤0.01% 2037
2018
Q2
$2K Hold
295
﹤0.01% 1893
2018
Q1
$2K Hold
295
﹤0.01% 1877
2017
Q4
$2K Hold
295
﹤0.01% 1886
2017
Q3
$2K Hold
295
﹤0.01% 1889
2017
Q2
$3K Hold
295
﹤0.01% 1786
2017
Q1
$2K Hold
295
﹤0.01% 1802
2016
Q4
$2K Buy
+295
New +$2K ﹤0.01% 1650