Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$880K Hold
3,857
0.01% 1089
2025
Q1
$941K Sell
3,857
-114
-3% -$27.8K 0.01% 1051
2024
Q4
$964K Sell
3,971
-8
-0.2% -$1.94K 0.01% 1067
2024
Q3
$1.03M Sell
3,979
-167
-4% -$43.1K 0.01% 1036
2024
Q2
$911K Sell
4,146
-110
-3% -$24.2K 0.01% 1069
2024
Q1
$1.08M Sell
4,256
-1,597
-27% -$405K 0.01% 1029
2023
Q4
$1.4M Sell
5,853
-185
-3% -$44.2K 0.01% 1030
2023
Q3
$1.23M Sell
6,038
-157
-3% -$31.9K 0.01% 1044
2023
Q2
$1.17M Sell
6,195
-5
-0.1% -$944 0.01% 1070
2023
Q1
$1.1M Sell
6,200
-477
-7% -$84.9K 0.01% 1081
2022
Q4
$1.08M Sell
6,677
-35
-0.5% -$5.64K 0.01% 1123
2022
Q3
$1.18M Buy
6,712
+143
+2% +$25.1K 0.01% 1046
2022
Q2
$1.32M Sell
6,569
-105
-2% -$21.1K 0.01% 1036
2022
Q1
$1.22M Sell
6,674
-428
-6% -$78.4K 0.01% 1118
2021
Q4
$1.74M Sell
7,102
-115
-2% -$28.1K 0.01% 1004
2021
Q3
$1.67M Sell
7,217
-141
-2% -$32.6K 0.01% 1009
2021
Q2
$1.89M Buy
7,358
+5,343
+265% +$1.37M 0.02% 987
2021
Q1
$617K Sell
2,015
-176
-8% -$53.9K 0.02% 863
2020
Q4
$582K Buy
2,191
+20
+0.9% +$5.31K 0.02% 878
2020
Q3
$411K Sell
2,171
-64
-3% -$12.1K 0.02% 949
2020
Q2
$443K Sell
2,235
-339
-13% -$67.2K 0.02% 902
2020
Q1
$517K Sell
2,574
-93
-3% -$18.7K 0.01% 891
2019
Q4
$518K Buy
2,667
+121
+5% +$23.5K 0.01% 1093
2019
Q3
$467K Sell
2,546
-48
-2% -$8.8K 0.01% 1075
2019
Q2
$413K Buy
2,594
+338
+15% +$53.8K 0.01% 1181
2019
Q1
$382K Buy
2,256
+69
+3% +$11.7K 0.01% 1132
2018
Q4
$401K Buy
+2,187
New +$401K 0.01% 1030
2018
Q3
Sell
-2,230
Closed -$326K 1624
2018
Q2
$326K Buy
2,230
+238
+12% +$34.8K 0.01% 1267
2018
Q1
$262K Sell
1,992
-27
-1% -$3.55K 0.01% 1293
2017
Q4
$238K Buy
2,019
+117
+6% +$13.8K 0.01% 1393
2017
Q3
$213K Sell
1,902
-26
-1% -$2.91K 0.01% 1412
2017
Q2
$213K Buy
1,928
+65
+3% +$7.18K 0.01% 1401
2017
Q1
$203K Sell
1,863
-6
-0.3% -$654 0.01% 1374
2016
Q4
$218K Buy
+1,869
New +$218K 0.01% 1342