Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$83.4K Sell
2,435
-150
-6% -$5.14K ﹤0.01% 1443
2025
Q1
$95.7K Buy
2,585
+1,135
+78% +$42K ﹤0.01% 1288
2024
Q4
$56.1K Buy
1,450
+710
+96% +$27.5K ﹤0.01% 1565
2024
Q3
$26K Sell
740
-113
-13% -$3.96K ﹤0.01% 1930
2024
Q2
$31.5K Buy
853
+186
+28% +$6.87K ﹤0.01% 1737
2024
Q1
$26.3K Sell
667
-830
-55% -$32.7K ﹤0.01% 1829
2023
Q4
$70.9K Buy
1,497
+418
+39% +$19.8K ﹤0.01% 1262
2023
Q3
$44.9K Buy
1,079
+314
+41% +$13.1K ﹤0.01% 1442
2023
Q2
$27.9K Sell
765
-20
-3% -$728 ﹤0.01% 1690
2023
Q1
$24.1K Buy
785
+59
+8% +$1.81K ﹤0.01% 1740
2022
Q4
$19.8K Sell
726
-700
-49% -$19.1K ﹤0.01% 1713
2022
Q3
$48K Sell
1,426
-18
-1% -$606 ﹤0.01% 1283
2022
Q2
$40K Buy
1,444
+157
+12% +$4.35K ﹤0.01% 1360
2022
Q1
$45K Sell
1,287
-152
-11% -$5.32K ﹤0.01% 1332
2021
Q4
$52K Sell
1,439
-2,238
-61% -$80.9K ﹤0.01% 1293
2021
Q3
$137K Buy
3,677
+21
+0.6% +$782 0.01% 851
2021
Q2
$146K Hold
3,656
0.01% 801
2021
Q1
$143K Sell
3,656
-5,620
-61% -$220K 0.01% 750
2020
Q4
$303K Sell
9,276
-15,949
-63% -$521K 0.02% 454
2020
Q3
$507K Sell
25,225
-1,780
-7% -$35.8K 0.03% 302
2020
Q2
$624K Sell
27,005
-6,838
-20% -$158K 0.04% 255
2020
Q1
$610K Sell
33,843
-1,994
-6% -$35.9K 0.05% 210
2019
Q4
$1.25M Sell
35,837
-375
-1% -$13.1K 0.09% 162
2019
Q3
$1.26M Buy
36,212
+1,285
+4% +$44.6K 0.11% 147
2019
Q2
$1.19M Sell
34,927
-54
-0.2% -$1.85K 0.12% 131
2019
Q1
$1.21M Buy
34,981
+200
+0.6% +$6.9K 0.14% 120
2018
Q4
$1.22M Sell
34,781
-1,250
-3% -$43.7K 0.17% 101
2018
Q3
$1.77M Sell
36,031
-7,062
-16% -$348K 0.22% 84
2018
Q2
$1.69M Sell
43,093
-1,532
-3% -$60K 0.24% 80
2018
Q1
$1.86M Sell
44,625
-800
-2% -$33.4K 0.29% 64
2017
Q4
$1.91M Sell
45,425
-618
-1% -$25.9K 0.31% 58
2017
Q3
$2.11M Sell
46,043
-9,548
-17% -$438K 0.36% 51
2017
Q2
$1.81M Buy
55,591
+1,899
+4% +$61.8K 0.34% 60
2017
Q1
$1.89M Sell
53,692
-1,476
-3% -$52K 0.38% 56
2016
Q4
$2.1M Buy
+55,168
New +$2.1M 0.49% 40