Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.35M Sell
28,918
-884
-3% -$41.3K 0.01% 935
2025
Q1
$1.13M Sell
29,802
-197
-0.7% -$7.44K 0.01% 985
2024
Q4
$1.39M Hold
29,999
0.01% 923
2024
Q3
$1.59M Sell
29,999
-2,668
-8% -$141K 0.01% 901
2024
Q2
$1.79M Sell
32,667
-2,410
-7% -$132K 0.02% 873
2024
Q1
$2.26M Sell
35,077
-5,583
-14% -$360K 0.02% 808
2023
Q4
$2.34M Sell
40,660
-629
-2% -$36.1K 0.02% 852
2023
Q3
$2.38M Sell
41,289
-1,401
-3% -$80.7K 0.02% 805
2023
Q2
$2.55M Sell
42,690
-1,161
-3% -$69.5K 0.02% 783
2023
Q1
$2.12M Sell
43,851
-2,434
-5% -$118K 0.02% 839
2022
Q4
$1.98M Buy
46,285
+395
+0.9% +$16.9K 0.02% 902
2022
Q3
$1.37M Buy
45,890
+114
+0.2% +$3.39K 0.01% 981
2022
Q2
$1.25M Sell
45,776
-1,443
-3% -$39.5K 0.01% 1068
2022
Q1
$1.68M Sell
47,219
-2,265
-5% -$80.8K 0.01% 995
2021
Q4
$2.18M Buy
49,484
+187
+0.4% +$8.22K 0.02% 904
2021
Q3
$2.08M Sell
49,297
-5,225
-10% -$220K 0.02% 905
2021
Q2
$2.6M Buy
54,522
+48,487
+803% +$2.31M 0.02% 855
2021
Q1
$278K Sell
6,035
-400
-6% -$18.4K 0.01% 1310
2020
Q4
$225K Buy
+6,435
New +$225K 0.01% 1382
2020
Q2
Sell
-11,624
Closed -$167K 1638
2020
Q1
$167K Sell
11,624
-476
-4% -$6.84K ﹤0.01% 1410
2019
Q4
$360K Buy
12,100
+784
+7% +$23.3K 0.01% 1301
2019
Q3
$294K Sell
11,316
-179
-2% -$4.65K 0.01% 1334
2019
Q2
$361K Sell
11,495
-1,890
-14% -$59.4K 0.01% 1244
2019
Q1
$430K Buy
13,385
+296
+2% +$9.51K 0.01% 1074
2018
Q4
$361K Sell
13,089
-391
-3% -$10.8K 0.01% 1081
2018
Q3
$538K Sell
13,480
-283
-2% -$11.3K 0.01% 908
2018
Q2
$581K Sell
13,763
-1,871
-12% -$79K 0.01% 945
2018
Q1
$585K Sell
15,634
-159
-1% -$5.95K 0.02% 881
2017
Q4
$762K Buy
15,793
+12
+0.1% +$579 0.02% 811
2017
Q3
$710K Sell
15,781
-2,358
-13% -$106K 0.02% 809
2017
Q2
$680K Buy
18,139
+1,379
+8% +$51.7K 0.02% 827
2017
Q1
$526K Buy
16,760
+491
+3% +$15.4K 0.03% 810
2016
Q4
$513K Buy
16,269
+1,840
+13% +$58K 0.02% 810
2016
Q3
$367K Buy
14,429
+15
+0.1% +$382 0.02% 894
2016
Q2
$342K Buy
14,414
+1,687
+13% +$40K 0.02% 945
2016
Q1
$317K Buy
12,727
+1,099
+9% +$27.4K 0.03% 846
2015
Q4
$215K Sell
11,628
-770
-6% -$14.2K 0.03% 1019
2015
Q3
$222K Buy
12,398
+134
+1% +$2.4K 0.02% 1085
2015
Q2
$285K Buy
+12,264
New +$285K 0.03% 1009