Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.29M Sell
16,001
-354
-2% -$50.6K 0.02% 729
2025
Q1
$2.06M Sell
16,355
-285
-2% -$35.9K 0.02% 760
2024
Q4
$2.33M Buy
16,640
+77
+0.5% +$10.8K 0.02% 741
2024
Q3
$2.13M Sell
16,563
-1,393
-8% -$179K 0.02% 785
2024
Q2
$2.56M Sell
17,956
-1,344
-7% -$192K 0.02% 758
2024
Q1
$3.22M Sell
19,300
-3,955
-17% -$660K 0.03% 685
2023
Q4
$4.56M Sell
23,255
-218
-0.9% -$42.8K 0.04% 523
2023
Q3
$3.58M Buy
23,473
+903
+4% +$138K 0.03% 607
2023
Q2
$2.92M Sell
22,570
-1,139
-5% -$147K 0.02% 718
2023
Q1
$3.08M Sell
23,709
-1,326
-5% -$172K 0.03% 681
2022
Q4
$2.81M Buy
25,035
+164
+0.7% +$18.4K 0.03% 765
2022
Q3
$3.47M Buy
24,871
+1,224
+5% +$171K 0.03% 569
2022
Q2
$2.98M Buy
23,647
+837
+4% +$106K 0.03% 691
2022
Q1
$3.25M Sell
22,810
-1,105
-5% -$157K 0.03% 713
2021
Q4
$3.28M Buy
23,915
+33
+0.1% +$4.53K 0.02% 721
2021
Q3
$2.66M Sell
23,882
-2,621
-10% -$292K 0.02% 808
2021
Q2
$2.67M Buy
26,503
+21,361
+415% +$2.15M 0.02% 840
2021
Q1
$539K Sell
5,142
-475
-8% -$49.8K 0.02% 933
2020
Q4
$685K Buy
5,617
+52
+0.9% +$6.34K 0.03% 782
2020
Q3
$545K Sell
5,565
-173
-3% -$16.9K 0.02% 791
2020
Q2
$597K Sell
5,738
-591
-9% -$61.5K 0.03% 720
2020
Q1
$551K Sell
6,329
-189
-3% -$16.5K 0.01% 858
2019
Q4
$543K Buy
6,518
+198
+3% +$16.5K 0.01% 1067
2019
Q3
$478K Sell
6,320
-102
-2% -$7.72K 0.01% 1063
2019
Q2
$559K Buy
6,422
+959
+18% +$83.5K 0.01% 1016
2019
Q1
$452K Buy
5,463
+146
+3% +$12.1K 0.01% 1050
2018
Q4
$397K Buy
5,317
+3,004
+130% +$224K 0.01% 1034
2018
Q3
$206K Sell
2,313
-3,174
-58% -$283K 0.01% 1322
2018
Q2
$463K Buy
5,487
+864
+19% +$72.9K 0.01% 1068
2018
Q1
$336K Sell
4,623
-78
-2% -$5.67K 0.01% 1152
2017
Q4
$279K Buy
4,701
+381
+9% +$22.6K 0.01% 1306
2017
Q3
$224K Buy
+4,320
New +$224K 0.01% 1380