Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$22.2K Buy
+3
New +$22.2K ﹤0.01% 1534
2024
Q4
Sell
-6
Closed -$58.9K 1719
2024
Q3
$58.9K Buy
+6
New +$58.9K ﹤0.01% 1264
2024
Q2
Sell
-825
Closed -$6.68M 1775
2024
Q1
$6.68M Buy
825
+80
+11% +$648K 0.38% 35
2023
Q4
$5.22M Buy
+745
New +$5.22M 0.3% 65
2023
Q1
Sell
-427
Closed -$1.97M 1904
2022
Q4
$1.97M Buy
427
+3
+0.7% +$13.8K 0.14% 213
2022
Q3
$1.69M Buy
424
+324
+324% +$1.29M 0.13% 252
2022
Q2
$400K Buy
100
+80
+400% +$320K 0.04% 664
2022
Q1
$89K Buy
+20
New +$89K 0.01% 1074
2017
Q1
Sell
-20
Closed -$33K 1333
2016
Q4
$33K Sell
20
-46
-70% -$75.9K ﹤0.01% 875
2016
Q3
$108K Sell
66
-13
-16% -$21.3K 0.01% 713
2016
Q2
$140K Buy
+79
New +$140K 0.01% 643
2015
Q3
Sell
-184
Closed -$246K 1352
2015
Q2
$246K Buy
184
+133
+261% +$178K 0.04% 393
2015
Q1
$67K Buy
+51
New +$67K 0.02% 711