Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-150
Closed -$102K 389
2025
Q1
$102K Sell
150
-43
-22% -$29.2K 0.02% 183
2024
Q4
$122K Hold
193
0.03% 179
2024
Q3
$149K Hold
193
0.04% 166
2024
Q2
$159K Hold
193
0.04% 141
2024
Q1
$135K Sell
193
-17
-8% -$11.9K 0.04% 159
2023
Q4
$122K Buy
210
+17
+9% +$9.88K 0.03% 159
2023
Q3
$88.5K Hold
193
0.03% 175
2023
Q2
$93.6K Hold
193
0.03% 177
2023
Q1
$77K Buy
193
+3
+2% +$1.2K 0.02% 196
2022
Q4
$71.6K Hold
190
0.02% 198
2022
Q3
$57.5K Hold
190
0.02% 203
2022
Q2
$60.6K Hold
190
0.02% 204
2022
Q1
$69.6K Hold
190
0.02% 205
2021
Q4
$81.7K Sell
190
-30
-14% -$12.9K 0.03% 190
2021
Q3
$73.6K Buy
220
+22
+11% +$7.36K 0.03% 188
2021
Q2
$64.2K Sell
198
-45
-19% -$14.6K 0.02% 186
2021
Q1
$80.3K Buy
243
+25
+11% +$8.26K 0.03% 159
2020
Q4
$56.4K Hold
218
0.03% 173
2020
Q3
$42.2K Hold
218
0.02% 184
2020
Q2
$42.4K Hold
218
0.02% 185
2020
Q1
$31.3K Hold
218
0.02% 201
2019
Q4
$38.8K Buy
218
+126
+137% +$22.4K 0.02% 212
2019
Q3
$14.7K Hold
92
0.01% 284
2019
Q2
$10.9K Hold
92
0.01% 306
2019
Q1
$11K Hold
92
0.01% 307
2018
Q4
$8.23K Hold
92
0.01% 327
2018
Q3
$9.36K Hold
92
0.01% 325
2018
Q2
$9.43K Hold
92
0.01% 335
2018
Q1
$10K Hold
92
0.01% 317
2017
Q4
$9.67K Sell
92
-16
-15% -$1.68K 0.01% 342
2017
Q3
$11.4K Hold
108
0.01% 319
2017
Q2
$9.88K Hold
108
0.01% 338
2017
Q1
$10.3K Hold
108
0.01% 322
2016
Q4
$8.5K Buy
+108
New +$8.5K 0.01% 356