Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57K Buy
1,049
+232
+28% +$12.6K ﹤0.01% 1638
2025
Q1
$47.5K Buy
817
+46
+6% +$2.67K ﹤0.01% 1653
2024
Q4
$53.2K Sell
771
-1
-0.1% -$69 ﹤0.01% 1587
2024
Q3
$51.4K Buy
772
+19
+3% +$1.27K ﹤0.01% 1608
2024
Q2
$55.8K Buy
753
+59
+9% +$4.37K ﹤0.01% 1448
2024
Q1
$69.2K Buy
694
+40
+6% +$3.99K ﹤0.01% 1339
2023
Q4
$54.1K Buy
654
+39
+6% +$3.23K ﹤0.01% 1401
2023
Q3
$37.9K Sell
615
-71
-10% -$4.38K ﹤0.01% 1535
2023
Q2
$45K Buy
686
+86
+14% +$5.64K ﹤0.01% 1450
2023
Q1
$29.2K Buy
600
+8
+1% +$389 ﹤0.01% 1640
2022
Q4
$25.1K Sell
592
-95
-14% -$4.02K ﹤0.01% 1613
2022
Q3
$30K Sell
687
-86
-11% -$3.76K ﹤0.01% 1493
2022
Q2
$42K Buy
773
+180
+30% +$9.78K ﹤0.01% 1336
2022
Q1
$42K Buy
593
+10
+2% +$708 ﹤0.01% 1363
2021
Q4
$79K Sell
583
-4
-0.7% -$542 ﹤0.01% 1099
2021
Q3
$60K Buy
587
+6
+1% +$613 ﹤0.01% 1187
2021
Q2
$59K Buy
581
+11
+2% +$1.12K ﹤0.01% 1158
2021
Q1
$52K Buy
570
+16
+3% +$1.46K ﹤0.01% 1153
2020
Q4
$46K Sell
554
-112
-17% -$9.3K ﹤0.01% 1118
2020
Q3
$48K Sell
666
-114
-15% -$8.22K ﹤0.01% 1063
2020
Q2
$50K Buy
780
+154
+25% +$9.87K ﹤0.01% 1042
2020
Q1
$25K Buy
626
+226
+57% +$9.03K ﹤0.01% 1209
2019
Q4
$18K Hold
400
﹤0.01% 1454
2019
Q3
$18K Hold
400
﹤0.01% 1403
2019
Q2
$14K Hold
400
﹤0.01% 1438
2019
Q1
$12K Buy
400
+168
+72% +$5.04K ﹤0.01% 1458
2018
Q4
$6K Hold
232
﹤0.01% 1535
2018
Q3
$9K Buy
+232
New +$9K ﹤0.01% 1488