Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$365K Sell
21,074
-2,922
-12% -$50.6K ﹤0.01% 1382
2025
Q1
$387K Sell
23,996
-408
-2% -$6.58K ﹤0.01% 1342
2024
Q4
$375K Sell
24,404
-1,259
-5% -$19.3K ﹤0.01% 1397
2024
Q3
$449K Sell
25,663
-352
-1% -$6.16K ﹤0.01% 1338
2024
Q2
$396K Sell
26,015
-2,190
-8% -$33.3K ﹤0.01% 1385
2024
Q1
$453K Sell
28,205
-6,321
-18% -$102K ﹤0.01% 1348
2023
Q4
$587K Sell
34,526
-3,610
-9% -$61.4K ﹤0.01% 1384
2023
Q3
$551K Sell
38,136
-2,080
-5% -$30.1K ﹤0.01% 1360
2023
Q2
$605K Sell
40,216
-8,201
-17% -$123K ﹤0.01% 1344
2023
Q1
$729K Sell
48,417
-25,699
-35% -$387K 0.01% 1244
2022
Q4
$1.41M Buy
74,116
+912
+1% +$17.3K 0.01% 1027
2022
Q3
$1.36M Sell
73,204
-4,161
-5% -$77.3K 0.01% 986
2022
Q2
$1.83M Sell
77,365
-3,033
-4% -$71.7K 0.02% 896
2022
Q1
$2.35M Sell
80,398
-3,023
-4% -$88.3K 0.02% 860
2021
Q4
$2.4M Sell
83,421
-790
-0.9% -$22.7K 0.02% 857
2021
Q3
$2.49M Sell
84,211
-5,295
-6% -$157K 0.02% 832
2021
Q2
$2.82M Buy
89,506
+74,386
+492% +$2.34M 0.02% 809
2021
Q1
$481K Sell
15,120
-996
-6% -$31.7K 0.02% 1007
2020
Q4
$504K Buy
16,116
+18
+0.1% +$563 0.02% 966
2020
Q3
$430K Sell
16,098
-98
-0.6% -$2.62K 0.02% 920
2020
Q2
$479K Sell
16,196
-11,326
-41% -$335K 0.02% 860
2020
Q1
$876K Sell
27,522
-500
-2% -$15.9K 0.02% 670
2019
Q4
$1.12M Buy
28,022
+2,935
+12% +$117K 0.02% 759
2019
Q3
$984K Sell
25,087
-445
-2% -$17.5K 0.02% 752
2019
Q2
$1M Buy
25,532
+4,479
+21% +$176K 0.02% 752
2019
Q1
$871K Buy
21,053
+459
+2% +$19K 0.02% 770
2018
Q4
$717K Buy
20,594
+158
+0.8% +$5.5K 0.02% 779
2018
Q3
$753K Buy
20,436
+15
+0.1% +$553 0.02% 800
2018
Q2
$745K Buy
20,421
+10,127
+98% +$369K 0.02% 856
2018
Q1
$347K Sell
10,294
-129
-1% -$4.35K 0.01% 1139
2017
Q4
$362K Buy
10,423
+976
+10% +$33.9K 0.01% 1162
2017
Q3
$323K Buy
+9,447
New +$323K 0.01% 1167