Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.71M Buy
12,974
+115
+0.9% +$15.1K 0.01% 841
2025
Q1
$1.35M Sell
12,859
-377
-3% -$39.5K 0.01% 920
2024
Q4
$1.44M Sell
13,236
-65
-0.5% -$7.06K 0.01% 911
2024
Q3
$1.42M Sell
13,301
-704
-5% -$75.2K 0.01% 930
2024
Q2
$1.39M Sell
14,005
-321
-2% -$31.8K 0.01% 956
2024
Q1
$1.33M Sell
14,326
-3,037
-17% -$281K 0.01% 970
2023
Q4
$1.31M Sell
17,363
-537
-3% -$40.5K 0.01% 1056
2023
Q3
$1.08M Sell
17,900
-578
-3% -$35K 0.01% 1083
2023
Q2
$1.33M Sell
18,478
-640
-3% -$46.1K 0.01% 1017
2023
Q1
$1.06M Sell
19,118
-1,522
-7% -$84.4K 0.01% 1100
2022
Q4
$1.05M Buy
20,640
+93
+0.5% +$4.71K 0.01% 1138
2022
Q3
$865K Buy
20,547
+169
+0.8% +$7.12K 0.01% 1165
2022
Q2
$1.01M Sell
20,378
-1,487
-7% -$73.5K 0.01% 1153
2022
Q1
$1.15M Sell
21,865
-1,161
-5% -$61.2K 0.01% 1135
2021
Q4
$1.58M Sell
23,026
-418
-2% -$28.6K 0.01% 1049
2021
Q3
$1.77M Sell
23,444
-485
-2% -$36.7K 0.02% 986
2021
Q2
$2.39M Buy
23,929
+17,314
+262% +$1.73M 0.02% 883
2021
Q1
$586K Sell
6,615
-7
-0.1% -$620 0.02% 895
2020
Q4
$635K Buy
6,622
+95
+1% +$9.11K 0.02% 828
2020
Q3
$396K Sell
6,527
-209
-3% -$12.7K 0.02% 968
2020
Q2
$446K Buy
6,736
+304
+5% +$20.1K 0.02% 896
2020
Q1
$359K Sell
6,432
-234
-4% -$13.1K 0.01% 1067
2019
Q4
$560K Buy
6,666
+301
+5% +$25.3K 0.01% 1058
2019
Q3
$471K Sell
6,365
-108
-2% -$7.99K 0.01% 1069
2019
Q2
$405K Buy
6,473
+1,013
+19% +$63.4K 0.01% 1192
2019
Q1
$255K Buy
5,460
+112
+2% +$5.23K 0.01% 1363
2018
Q4
$253K Buy
+5,348
New +$253K 0.01% 1275
2018
Q3
Sell
-5,527
Closed -$332K 1535
2018
Q2
$332K Buy
5,527
+618
+13% +$37.1K 0.01% 1257
2018
Q1
$351K Sell
4,909
-89
-2% -$6.36K 0.01% 1131
2017
Q4
$341K Buy
4,998
+294
+6% +$20.1K 0.01% 1200
2017
Q3
$364K Sell
4,704
-18
-0.4% -$1.39K 0.01% 1096
2017
Q2
$320K Buy
4,722
+299
+7% +$20.3K 0.01% 1157
2017
Q1
$268K Sell
4,423
-11
-0.2% -$667 0.01% 1212
2016
Q4
$279K Buy
4,434
+573
+15% +$36.1K 0.01% 1178
2016
Q3
$215K Buy
+3,861
New +$215K 0.01% 1227