Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
2,002
+40
+2% +$5.54K ﹤0.01% 1048
2025
Q1
$313K Buy
1,962
+304
+18% +$48.6K ﹤0.01% 973
2024
Q4
$221K Sell
1,658
-23
-1% -$3.06K ﹤0.01% 1134
2024
Q3
$228K Buy
1,681
+70
+4% +$9.51K ﹤0.01% 1144
2024
Q2
$238K Buy
1,611
+39
+2% +$5.75K ﹤0.01% 1094
2024
Q1
$240K Buy
+1,572
New +$240K ﹤0.01% 1091
2019
Q2
Sell
-3,449
Closed -$208K 1193
2019
Q1
$208K Buy
+3,449
New +$208K ﹤0.01% 1042
2018
Q4
Sell
-3,713
Closed -$266K 1144
2018
Q3
$266K Sell
3,713
-204
-5% -$14.6K 0.01% 962
2018
Q2
$262K Sell
3,917
-718
-15% -$48K 0.01% 738
2018
Q1
$235K Buy
4,635
+366
+9% +$18.6K 0.01% 619
2017
Q4
$203K Buy
+4,269
New +$203K 0.01% 651
2017
Q1
Sell
-3,840
Closed -$239K 856
2016
Q4
$239K Buy
+3,840
New +$239K 0.01% 668