Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$232K Buy
2,970
+638
+27% +$49.8K ﹤0.01% 943
2025
Q1
$172K Buy
2,332
+554
+31% +$40.9K ﹤0.01% 1018
2024
Q4
$145K Buy
1,778
+744
+72% +$60.7K ﹤0.01% 1079
2024
Q3
$72.1K Buy
1,034
+521
+102% +$36.3K ﹤0.01% 1420
2024
Q2
$30.4K Sell
513
-13
-2% -$769 ﹤0.01% 1757
2024
Q1
$34.4K Sell
526
-23
-4% -$1.5K ﹤0.01% 1680
2023
Q4
$39.5K Sell
549
-224
-29% -$16.1K ﹤0.01% 1550
2023
Q3
$54.1K Sell
773
-248
-24% -$17.3K ﹤0.01% 1356
2023
Q2
$69.3K Sell
1,021
-94
-8% -$6.38K ﹤0.01% 1238
2023
Q1
$82.3K Sell
1,115
-716
-39% -$52.9K ﹤0.01% 1136
2022
Q4
$124K Sell
1,831
-69
-4% -$4.67K 0.01% 903
2022
Q3
$140K Sell
1,900
-399
-17% -$29.4K 0.01% 814
2022
Q2
$248K Buy
2,299
+332
+17% +$35.8K 0.01% 597
2022
Q1
$241K Sell
1,967
-267
-12% -$32.7K 0.01% 661
2021
Q4
$411K Sell
2,234
-295
-12% -$54.3K 0.02% 504
2021
Q3
$661K Sell
2,529
-1,062
-30% -$278K 0.03% 341
2021
Q2
$1.39M Buy
3,591
+106
+3% +$41K 0.06% 207
2021
Q1
$1.12M Sell
3,485
-256
-7% -$82.3K 0.05% 219
2020
Q4
$1.26M Sell
3,741
-439
-11% -$148K 0.07% 185
2020
Q3
$1.97M Buy
4,180
+897
+27% +$422K 0.12% 135
2020
Q2
$832K Buy
3,283
+711
+28% +$180K 0.05% 201
2020
Q1
$375K Buy
2,572
+1,976
+332% +$288K 0.03% 308
2019
Q4
$41K Sell
596
-108
-15% -$7.43K ﹤0.01% 1103
2019
Q3
$54K Buy
+704
New +$54K ﹤0.01% 943