Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$48K Sell
12,620
-7,531
-37% -$28.6K ﹤0.01% 1419
2025
Q1
$81K Buy
20,151
+17,167
+575% +$69K ﹤0.01% 1145
2024
Q4
$12K Buy
2,984
+2,281
+324% +$9.17K ﹤0.01% 1802
2024
Q3
$1K Buy
703
+163
+30% +$232 ﹤0.01% 2057
2024
Q2
$1K Sell
540
-136
-20% -$252 ﹤0.01% 2163
2024
Q1
$1K Sell
676
-5,132
-88% -$7.59K ﹤0.01% 2168
2023
Q4
$15K Buy
5,808
+5,217
+883% +$13.5K ﹤0.01% 1720
2023
Q3
$1K Buy
+591
New +$1K ﹤0.01% 2035
2023
Q2
Hold
0
2344
2023
Q1
Sell
-80,675
Closed -$315K 2286
2022
Q4
$315K Buy
80,675
+17,723
+28% +$69.2K ﹤0.01% 628
2022
Q3
$228K Buy
62,952
+44,271
+237% +$160K ﹤0.01% 858
2022
Q2
$122K Buy
18,681
+12,606
+208% +$82.3K ﹤0.01% 1065
2022
Q1
$60K Buy
+6,075
New +$60K ﹤0.01% 1638
2021
Q4
Sell
-8,960
Closed -$371K 2972
2021
Q3
$371K Sell
8,960
-2,300
-20% -$95.2K ﹤0.01% 986
2021
Q2
$472K Buy
11,260
+3,642
+48% +$153K ﹤0.01% 892
2021
Q1
$382K Sell
7,618
-23,355
-75% -$1.17M ﹤0.01% 801
2020
Q4
$1.23M Buy
30,973
+10,359
+50% +$410K ﹤0.01% 349
2020
Q3
$885K Buy
+20,614
New +$885K ﹤0.01% 361