Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Sell
9,114
-383
-4% -$36.4K ﹤0.01% 954
2025
Q1
$838K Buy
9,497
+281
+3% +$24.8K ﹤0.01% 893
2024
Q4
$873K Buy
9,216
+515
+6% +$48.8K ﹤0.01% 874
2024
Q3
$950K Buy
8,701
+3,678
+73% +$401K ﹤0.01% 788
2024
Q2
$574K Sell
5,023
-7
-0.1% -$799 ﹤0.01% 853
2024
Q1
$729K Sell
5,030
-67
-1% -$9.71K ﹤0.01% 775
2023
Q4
$720K Sell
5,097
-2,698
-35% -$381K ﹤0.01% 741
2023
Q3
$1.05M Sell
7,795
-43
-0.5% -$5.77K ﹤0.01% 606
2023
Q2
$1.13M Sell
7,838
-3,325
-30% -$477K ﹤0.01% 589
2023
Q1
$1.56M Buy
11,163
+4,032
+57% +$562K 0.01% 502
2022
Q4
$884K Sell
7,131
-2,681
-27% -$332K ﹤0.01% 603
2022
Q3
$1.17M Buy
9,812
+4,493
+84% +$538K 0.01% 473
2022
Q2
$670K Buy
5,319
+2,644
+99% +$333K ﹤0.01% 585
2022
Q1
$381K Buy
2,675
+2,436
+1,019% +$347K ﹤0.01% 655
2021
Q4
$44K Buy
239
+209
+697% +$38.5K ﹤0.01% 936
2021
Q3
$5K Buy
30
+22
+275% +$3.67K ﹤0.01% 1133
2021
Q2
$1K Hold
8
﹤0.01% 1265
2021
Q1
$1K Sell
8
-2
-20% -$250 ﹤0.01% 1269
2020
Q4
$2K Sell
10
-14
-58% -$2.8K ﹤0.01% 1215
2020
Q3
$3K Sell
24
-1,112
-98% -$139K ﹤0.01% 1055
2020
Q2
$124K Sell
1,136
-326
-22% -$35.6K ﹤0.01% 554
2020
Q1
$119K Sell
1,462
-2,441
-63% -$199K ﹤0.01% 556
2019
Q4
$535K Sell
3,903
-1,910
-33% -$262K ﹤0.01% 399
2019
Q3
$685K Buy
5,813
+1,944
+50% +$229K 0.01% 346
2019
Q2
$539K Sell
3,869
-109
-3% -$15.2K ﹤0.01% 344
2019
Q1
$540K Sell
3,978
-103
-3% -$14K ﹤0.01% 336
2018
Q4
$501K Buy
4,081
+679
+20% +$83.4K ﹤0.01% 336
2018
Q3
$493K Buy
3,402
+367
+12% +$53.2K ﹤0.01% 354
2018
Q2
$564K Sell
3,035
-313
-9% -$58.2K 0.01% 335
2018
Q1
$623K Buy
3,348
+257
+8% +$47.8K 0.01% 328
2017
Q4
$546K Sell
3,091
-286
-8% -$50.5K 0.01% 352
2017
Q3
$584K Buy
3,377
+20
+0.6% +$3.46K 0.01% 346
2017
Q2
$477K Buy
3,357
+2,344
+231% +$333K 0.01% 345
2017
Q1
$143K Buy
1,013
+44
+5% +$6.21K ﹤0.01% 463
2016
Q4
$129K Sell
969
-52
-5% -$6.92K ﹤0.01% 466
2016
Q3
$124K Sell
1,021
-447
-30% -$54.3K ﹤0.01% 462
2016
Q2
$150K Buy
1,468
+1,451
+8,535% +$148K ﹤0.01% 432
2016
Q1
$2K Sell
17
-11
-39% -$1.29K ﹤0.01% 1069
2015
Q4
$3K Buy
+28
New +$3K ﹤0.01% 1043