Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$126K Hold
860
0.02% 224
2025
Q1
$126K Sell
860
-225
-21% -$33K 0.02% 235
2024
Q4
$140K Buy
1,085
+50
+5% +$6.45K 0.02% 240
2024
Q3
$141K Hold
1,035
0.02% 241
2024
Q2
$106K Sell
1,035
-1,160
-53% -$119K 0.02% 254
2024
Q1
$195K Buy
2,195
+240
+12% +$21.3K 0.03% 222
2023
Q4
$179K Hold
1,955
0.03% 227
2023
Q3
$153K Buy
1,955
+239
+14% +$18.7K 0.02% 232
2023
Q2
$144K Sell
1,716
-27,283
-94% -$2.29M 0.02% 238
2023
Q1
$5.4M Buy
28,999
+26,465
+1,044% +$4.93M 0.87% 32
2022
Q4
$254K Sell
2,534
-240
-9% -$24.1K 0.04% 210
2022
Q3
$256K Sell
2,774
-143
-5% -$13.2K 0.04% 213
2022
Q2
$316K Sell
2,917
-127
-4% -$13.8K 0.05% 204
2022
Q1
$379K Sell
3,044
-143
-4% -$17.8K 0.05% 205
2021
Q4
$473K Sell
3,187
-72
-2% -$10.7K 0.06% 198
2021
Q3
$478K Buy
3,259
+12
+0.4% +$1.76K 0.07% 188
2021
Q2
$539K Sell
3,247
-24
-0.7% -$3.98K 0.08% 179
2021
Q1
$527K Buy
3,271
+718
+28% +$116K 0.08% 174
2020
Q4
$373K Sell
2,553
-718
-22% -$105K 0.06% 192
2020
Q3
$438K Sell
3,271
-179
-5% -$24K 0.08% 161
2020
Q2
$450K Sell
3,450
-157
-4% -$20.5K 0.09% 159
2020
Q1
$412K Buy
3,607
+252
+8% +$28.8K 0.09% 149
2019
Q4
$495K Hold
3,355
0.09% 162
2019
Q3
$461K Buy
+3,355
New +$461K 0.09% 166
2018
Q4
$540K Hold
3,394
0.12% 137
2018
Q3
$597K Buy
+3,394
New +$597K 0.11% 146