Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.84M Buy
6,383
+40
+0.6% +$11.5K 0.1% 169
2025
Q1
$1.76M Buy
6,343
+204
+3% +$56.6K 0.1% 167
2024
Q4
$1.6M Sell
6,139
-938
-13% -$244K 0.09% 186
2024
Q3
$2.32M Buy
7,077
+231
+3% +$75.9K 0.12% 139
2024
Q2
$2.14M Buy
6,846
+97
+1% +$30.3K 0.12% 128
2024
Q1
$1.92M Sell
6,749
-184
-3% -$52.3K 0.11% 152
2023
Q4
$2M Buy
6,933
+1,716
+33% +$494K 0.12% 139
2023
Q3
$1.4M Buy
5,217
+2,405
+86% +$646K 0.1% 172
2023
Q2
$624K Buy
2,812
+219
+8% +$48.6K 0.04% 319
2023
Q1
$627K Buy
2,593
+150
+6% +$36.3K 0.05% 293
2022
Q4
$642K Buy
2,443
+74
+3% +$19.4K 0.05% 291
2022
Q3
$534K Sell
2,369
-184
-7% -$41.5K 0.04% 319
2022
Q2
$621K Buy
2,553
+346
+16% +$84.2K 0.05% 299
2022
Q1
$534K Sell
2,207
-217
-9% -$52.5K 0.04% 366
2021
Q4
$599K Sell
2,424
-8
-0.3% -$1.98K 0.05% 304
2021
Q3
$520K Buy
2,432
+8
+0.3% +$1.71K 0.04% 353
2021
Q2
$599K Buy
2,424
+392
+19% +$96.9K 0.05% 305
2021
Q1
$506K Sell
2,032
-738
-27% -$184K 0.05% 272
2020
Q4
$637K Sell
2,770
-812
-23% -$187K 0.08% 190
2020
Q3
$905K Sell
3,582
-73
-2% -$18.4K 0.12% 141
2020
Q2
$862K Buy
3,655
+1,662
+83% +$392K 0.12% 130
2020
Q1
$404K Sell
1,993
-232
-10% -$47K 0.11% 168
2019
Q4
$536K Sell
2,225
-29
-1% -$6.99K 0.14% 150
2019
Q3
$436K Buy
2,254
+190
+9% +$36.8K 0.12% 159
2019
Q2
$380K Buy
2,064
+71
+4% +$13.1K 0.13% 122
2019
Q1
$378K Sell
1,993
-1,693
-46% -$321K 0.13% 121
2018
Q4
$717K Buy
3,686
+245
+7% +$47.7K 0.26% 76
2018
Q3
$655K Sell
3,441
-1,206
-26% -$230K 0.25% 73
2018
Q2
$858K Sell
4,647
-781
-14% -$144K 0.32% 80
2018
Q1
$925K Buy
5,428
+480
+10% +$81.8K 0.32% 76
2017
Q4
$860K Sell
4,948
-710
-13% -$123K 0.31% 82
2017
Q3
$1.05M Buy
+5,658
New +$1.05M 0.42% 65