Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32.4K Buy
845
+605
+252% +$23.2K 0.01% 430
2025
Q1
$9.31K Sell
240
-160
-40% -$6.2K ﹤0.01% 567
2024
Q4
$13.5K Sell
400
-51
-11% -$1.72K ﹤0.01% 515
2024
Q3
$18.5K Sell
451
-287
-39% -$11.7K ﹤0.01% 458
2024
Q2
$28.4K Sell
738
-904
-55% -$34.8K 0.01% 384
2024
Q1
$70.4K Sell
1,642
-633
-28% -$27.1K 0.01% 272
2023
Q4
$84.3K Hold
2,275
0.02% 251
2023
Q3
$82.5K Hold
2,275
0.02% 244
2023
Q2
$81.1K Buy
2,275
+492
+28% +$17.5K 0.02% 250
2023
Q1
$63.4K Hold
1,783
0.02% 262
2022
Q4
$62.7K Hold
1,783
0.02% 255
2022
Q3
$52K Sell
1,783
-91
-5% -$2.65K 0.02% 260
2022
Q2
$101K Buy
1,874
+516
+38% +$27.8K 0.03% 203
2022
Q1
$74K Buy
1,358
+10
+0.7% +$545 0.02% 263
2021
Q4
$74K Buy
1,348
+13
+1% +$714 0.02% 256
2021
Q3
$63K Buy
1,335
+12
+0.9% +$566 0.02% 279
2021
Q2
$65K Buy
1,323
+200
+18% +$9.83K 0.02% 274
2021
Q1
$50K Hold
1,123
0.01% 270
2020
Q4
$49K Buy
+1,123
New +$49K 0.01% 267