Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$359K Buy
39,112
+20,855
+114% +$192K ﹤0.01% 1868
2025
Q1
$177K Buy
18,257
+2,849
+18% +$27.6K ﹤0.01% 2121
2024
Q4
$145K Buy
15,408
+3,131
+26% +$29.5K ﹤0.01% 2144
2024
Q3
$139K Buy
+12,277
New +$139K ﹤0.01% 2271
2024
Q1
Sell
-11,157
Closed -$108K 2287
2023
Q4
$108K Buy
+11,157
New +$108K ﹤0.01% 2110
2023
Q1
Sell
-21,467
Closed -$256 1966
2022
Q4
$256 Sell
21,467
-1,734
-7% -$21 ﹤0.01% 1488
2022
Q3
$249K Sell
23,201
-34,736
-60% -$373K ﹤0.01% 1576
2022
Q2
$720K Buy
57,937
+31,059
+116% +$386K 0.01% 1225
2022
Q1
$304K Buy
26,878
+6,664
+33% +$75.4K ﹤0.01% 1669
2021
Q4
$243K Sell
20,214
-15,291
-43% -$184K ﹤0.01% 1832
2021
Q3
$412K Buy
35,505
+22,194
+167% +$258K ﹤0.01% 1598
2021
Q2
$153K Buy
+13,311
New +$153K ﹤0.01% 1861
2020
Q3
Sell
-290
Closed -$3K 1633
2020
Q2
$3K Buy
+290
New +$3K ﹤0.01% 3407
2019
Q3
Sell
-14,444
Closed -$166K 1641
2019
Q2
$166K Buy
+14,444
New +$166K ﹤0.01% 1547