Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$70K Sell
710
-78
-10% -$7.69K ﹤0.01% 1078
2025
Q1
$73K Sell
788
-34
-4% -$3.15K ﹤0.01% 1075
2024
Q4
$75K Hold
822
﹤0.01% 1098
2024
Q3
$79K Buy
+822
New +$79K ﹤0.01% 1097
2024
Q1
$80K Sell
871
-99
-10% -$9.09K ﹤0.01% 1076
2023
Q4
$92K Sell
970
-290
-23% -$27.5K ﹤0.01% 1081
2023
Q3
$118K Sell
1,260
-20
-2% -$1.87K ﹤0.01% 1048
2023
Q2
$117K Sell
1,280
-7
-0.5% -$640 ﹤0.01% 1086
2023
Q1
$95K Sell
1,287
-5
-0.4% -$369 ﹤0.01% 1112
2022
Q4
$108K Sell
1,292
-262
-17% -$21.9K ﹤0.01% 1134
2022
Q3
$150K Sell
1,554
-408
-21% -$39.4K 0.01% 1105
2022
Q2
$206K Buy
1,962
+4
+0.2% +$420 0.01% 1112
2022
Q1
$337K Sell
1,958
-289
-13% -$49.7K 0.01% 997
2021
Q4
$364K Buy
2,247
+7
+0.3% +$1.13K 0.01% 1033
2021
Q3
$334K Sell
2,240
-90
-4% -$13.4K 0.01% 1037
2021
Q2
$571K Buy
2,330
+1,712
+277% +$420K 0.01% 854
2021
Q1
$164K Hold
618
﹤0.01% 1192
2020
Q4
$181K Hold
618
﹤0.01% 1145
2020
Q3
$146K Hold
618
﹤0.01% 1106
2020
Q2
$123K Buy
+618
New +$123K ﹤0.01% 1125