Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Sell
8,642
-344
-4% -$43.4K 0.02% 752
2025
Q1
$967K Buy
8,986
+3,628
+68% +$390K 0.02% 754
2024
Q4
$703K Buy
+5,358
New +$703K 0.01% 838
2020
Q2
Sell
-992
Closed -$17K 1592
2020
Q1
$17K Sell
992
-1,564
-61% -$26.8K ﹤0.01% 1397
2019
Q4
$70K Sell
2,556
-127
-5% -$3.48K ﹤0.01% 1368
2019
Q3
$66K Sell
2,683
-1,021
-28% -$25.1K ﹤0.01% 1367
2019
Q2
$74K Sell
3,704
-1,214
-25% -$24.3K ﹤0.01% 1354
2019
Q1
$91K Buy
4,918
+92
+2% +$1.7K ﹤0.01% 1534
2018
Q4
$95K Sell
4,826
-1,070
-18% -$21.1K ﹤0.01% 1349
2018
Q3
$233K Sell
5,896
-748
-11% -$29.6K ﹤0.01% 1219
2018
Q2
$230K Sell
6,644
-509
-7% -$17.6K ﹤0.01% 1223
2018
Q1
$244K Sell
7,153
-1,544
-18% -$52.7K ﹤0.01% 1206
2017
Q4
$276K Sell
8,697
-1,455
-14% -$46.2K ﹤0.01% 1190
2017
Q3
$238K Buy
10,152
+1,501
+17% +$35.2K ﹤0.01% 1215
2017
Q2
$193K Buy
8,651
+1,347
+18% +$30.1K ﹤0.01% 1277
2017
Q1
$121K Buy
7,304
+2,837
+64% +$47K ﹤0.01% 1362
2016
Q4
$67K Buy
4,467
+2,388
+115% +$35.8K ﹤0.01% 1626
2016
Q3
$26K Buy
+2,079
New +$26K ﹤0.01% 1770