Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$300K Buy
374
+32
+9% +$25.6K 0.02% 478
2025
Q1
$227K Buy
342
+49
+17% +$32.5K 0.02% 517
2024
Q4
$203K Buy
293
+89
+44% +$61.7K 0.02% 506
2024
Q3
$170K Buy
204
+26
+15% +$21.7K 0.01% 564
2024
Q2
$182K Buy
178
+43
+32% +$44K 0.02% 498
2024
Q1
$131K Buy
135
+2
+2% +$1.94K 0.01% 565
2023
Q4
$101K Buy
133
+8
+6% +$6.06K 0.01% 642
2023
Q3
$73.6K Sell
125
-693
-85% -$408K 0.01% 688
2023
Q2
$593K Buy
818
+25
+3% +$18.1K 0.05% 282
2023
Q1
$540K Buy
793
+4
+0.5% +$2.72K 0.05% 285
2022
Q4
$431K Sell
789
-17
-2% -$9.29K 0.04% 319
2022
Q3
$335K Sell
806
-37
-4% -$15.4K 0.03% 394
2022
Q2
$401K Sell
843
-39
-4% -$18.6K 0.04% 353
2022
Q1
$589K Buy
882
+65
+8% +$43.4K 0.04% 342
2021
Q4
$650K Buy
817
+43
+6% +$34.2K 0.04% 346
2021
Q3
$577K Buy
774
+62
+9% +$46.2K 0.04% 339
2021
Q2
$492K Buy
712
+10
+1% +$6.91K 0.03% 383
2021
Q1
$433K Hold
702
0.03% 385
2020
Q4
$342K Sell
702
-4
-0.6% -$1.95K 0.03% 402
2020
Q3
$261K Buy
706
+4
+0.6% +$1.48K 0.02% 439
2020
Q2
$258K Sell
702
-30
-4% -$11K 0.02% 448
2020
Q1
$192K Hold
732
0.02% 473
2019
Q4
$217K Buy
732
+30
+4% +$8.89K 0.02% 485
2019
Q3
$174K Sell
702
-30
-4% -$7.44K 0.02% 537
2019
Q2
$152K Buy
732
+30
+4% +$6.23K 0.02% 499
2019
Q1
$132K Hold
702
0.02% 487
2018
Q4
$109K Hold
702
0.02% 498
2018
Q3
$132K Buy
702
+688
+4,914% +$129K 0.02% 495
2018
Q2
$3K Buy
+14
New +$3K ﹤0.01% 1329