Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$19.8K Sell
87
-70
-45% -$16K ﹤0.01% 2189
2025
Q1
$38.3K Buy
157
+71
+83% +$17.3K ﹤0.01% 1778
2024
Q4
$20.9K Buy
86
+6
+8% +$1.46K ﹤0.01% 2110
2024
Q3
$20.6K Sell
80
-3
-4% -$774 ﹤0.01% 2065
2024
Q2
$18.2K Sell
83
-57
-41% -$12.5K ﹤0.01% 2029
2024
Q1
$35.5K Buy
140
+76
+119% +$19.3K ﹤0.01% 1668
2023
Q4
$15.3K Buy
64
+63
+6,300% +$15.1K ﹤0.01% 2099
2023
Q3
$203 Sell
1
-2
-67% -$406 ﹤0.01% 3232
2023
Q2
$566 Hold
3
﹤0.01% 3074
2023
Q1
$534 Hold
3
﹤0.01% 3105
2022
Q4
$484 Buy
3
+1
+50% +$161 ﹤0.01% 3034
2022
Q3
$0 Sell
2
-15
-88% ﹤0.01% 3521
2022
Q2
$3K Sell
17
-42
-71% -$7.41K ﹤0.01% 2488
2022
Q1
$11K Sell
59
-101
-63% -$18.8K ﹤0.01% 1982
2021
Q4
$39K Buy
160
+34
+27% +$8.29K ﹤0.01% 1452
2021
Q3
$29K Buy
126
+10
+9% +$2.3K ﹤0.01% 1537
2021
Q2
$30K Sell
116
-39
-25% -$10.1K ﹤0.01% 1464
2021
Q1
$47K Buy
155
+13
+9% +$3.94K ﹤0.01% 1200
2020
Q4
$38K Buy
142
+41
+41% +$11K ﹤0.01% 1205
2020
Q3
$19K Buy
101
+81
+405% +$15.2K ﹤0.01% 1454
2020
Q2
$3K Buy
+20
New +$3K ﹤0.01% 2128
2019
Q3
Sell
-66
Closed -$10K 2499
2019
Q2
$10K Hold
66
﹤0.01% 1592
2019
Q1
$11K Hold
66
﹤0.01% 1497
2018
Q4
$12K Hold
66
﹤0.01% 1258
2018
Q3
$11K Hold
66
﹤0.01% 1415
2018
Q2
$9K Hold
66
﹤0.01% 1395
2018
Q1
$9K Hold
66
﹤0.01% 1332
2017
Q4
$8K Hold
66
﹤0.01% 1400
2017
Q3
$7K Hold
66
﹤0.01% 1450
2017
Q2
$7K Buy
+66
New +$7K ﹤0.01% 1466
2017
Q1
Sell
-195
Closed -$23K 2104
2016
Q4
$23K Buy
+195
New +$23K 0.01% 821