Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Buy
16,465
+3,932
+31% +$38.2K ﹤0.01% 1112
2025
Q1
$125K Sell
12,533
-6,206
-33% -$61.9K ﹤0.01% 1178
2024
Q4
$166K Buy
18,739
+12,473
+199% +$111K ﹤0.01% 1005
2024
Q3
$73.2K Sell
6,266
-362
-5% -$4.23K ﹤0.01% 1412
2024
Q2
$74K Sell
6,628
-7,894
-54% -$88.2K ﹤0.01% 1321
2024
Q1
$177K Buy
14,522
+971
+7% +$11.8K ﹤0.01% 904
2023
Q4
$215K Buy
13,551
+1,901
+16% +$30.2K 0.01% 768
2023
Q3
$156K Buy
11,650
+1,263
+12% +$16.9K 0.01% 889
2023
Q2
$139K Sell
10,387
-235
-2% -$3.15K ﹤0.01% 930
2023
Q1
$168K Buy
10,622
+210
+2% +$3.31K 0.01% 844
2022
Q4
$177K Sell
10,412
-13,607
-57% -$231K 0.01% 754
2022
Q3
$320K Buy
24,019
+2,568
+12% +$34.2K 0.01% 515
2022
Q2
$314K Buy
21,451
+1,935
+10% +$28.3K 0.01% 520
2022
Q1
$391K Buy
19,516
+2,664
+16% +$53.4K 0.02% 496
2021
Q4
$236K Buy
16,852
+11,434
+211% +$160K 0.01% 675
2021
Q3
$76K Sell
5,418
-1,384
-20% -$19.4K ﹤0.01% 1080
2021
Q2
$155K Buy
6,802
+4,776
+236% +$109K 0.01% 780
2021
Q1
$35K Sell
2,026
-2
-0.1% -$35 ﹤0.01% 1325
2020
Q4
$34K Sell
2,028
-180
-8% -$3.02K ﹤0.01% 1251
2020
Q3
$23K Buy
2,208
+195
+10% +$2.03K ﹤0.01% 1372
2020
Q2
$20K Sell
2,013
-1,796
-47% -$17.8K ﹤0.01% 1420
2020
Q1
$31K Buy
3,809
+1,690
+80% +$13.8K ﹤0.01% 1118
2019
Q4
$28K Sell
2,119
-373
-15% -$4.93K ﹤0.01% 1253
2019
Q3
$29K Buy
2,492
+958
+62% +$11.1K ﹤0.01% 1191
2019
Q2
$21K Buy
1,534
+87
+6% +$1.19K ﹤0.01% 1261
2019
Q1
$19K Buy
1,447
+1
+0.1% +$13 ﹤0.01% 1245
2018
Q4
$19K Buy
1,446
+196
+16% +$2.58K ﹤0.01% 1076
2018
Q3
$19K Hold
1,250
﹤0.01% 1171
2018
Q2
$16K Buy
1,250
+338
+37% +$4.33K ﹤0.01% 1152
2018
Q1
$12K Hold
912
﹤0.01% 1212
2017
Q4
$11K Sell
912
-26
-3% -$314 ﹤0.01% 1273
2017
Q3
$9K Buy
938
+26
+3% +$249 ﹤0.01% 1343
2017
Q2
$9K Buy
+912
New +$9K ﹤0.01% 1367