Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.8K Buy
+896
New +$90.8K 0.01% 341
2024
Q3
Sell
-26,967
Closed -$3.94M 491
2024
Q2
$3.94M Buy
+26,967
New +$3.94M 0.24% 90
2024
Q1
Sell
-102,489
Closed -$9.57M 583
2023
Q4
$9.57M Buy
+102,489
New +$9.57M 0.57% 48
2022
Q1
Sell
-3,221
Closed -$413K 1423
2021
Q4
$413K Buy
+3,221
New +$413K 0.01% 329
2021
Q3
Sell
-1,312
Closed -$153K 1441
2021
Q2
$153K Buy
+1,312
New +$153K 0.01% 666
2021
Q1
Sell
-707
Closed -$44K 1344
2020
Q4
$44K Buy
+707
New +$44K ﹤0.01% 787
2020
Q3
Sell
-3,904
Closed -$144K 1241
2020
Q2
$144K Buy
3,904
+3,075
+371% +$113K 0.02% 557
2020
Q1
$14K Sell
829
-2,387
-74% -$40.3K 0.01% 618
2019
Q4
$135K Buy
+3,216
New +$135K 0.03% 427
2019
Q2
Sell
-2,961
Closed -$76K 1163
2019
Q1
$76K Buy
2,961
+1,351
+84% +$34.7K 0.03% 437
2018
Q4
$42K Sell
1,610
-2,688
-63% -$70.1K 0.02% 331
2018
Q3
$92K Buy
+4,298
New +$92K 0.03% 352
2017
Q3
Sell
-483
Closed -$4K 845
2017
Q2
$4K Buy
+483
New +$4K ﹤0.01% 573
2017
Q1
Sell
-2,519
Closed -$17K 766
2016
Q4
$17K Buy
+2,519
New +$17K 0.02% 575