Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Hold
14,803
0.01% 567
2025
Q1
$123K Hold
14,803
0.01% 530
2024
Q4
$134K Sell
14,803
-10,000
-40% -$90.2K 0.01% 551
2024
Q3
$194K Sell
24,803
-941
-4% -$7.35K 0.01% 486
2024
Q2
$209K Hold
25,744
0.01% 446
2024
Q1
$214K Sell
25,744
-1,908
-7% -$15.8K 0.01% 452
2023
Q4
$277K Sell
27,652
-2,802
-9% -$28K 0.02% 401
2023
Q3
$307K Hold
30,454
0.02% 367
2023
Q2
$335K Hold
30,454
0.02% 359
2023
Q1
$260K Hold
30,454
0.02% 390
2022
Q4
$247K Hold
30,454
0.01% 457
2022
Q3
$292K Hold
30,454
0.01% 505
2022
Q2
$366K Hold
30,454
0.01% 524
2022
Q1
$427K Hold
30,454
0.02% 522
2021
Q4
$350K Hold
30,454
0.01% 620
2021
Q3
$411K Hold
30,454
0.02% 553
2021
Q2
$406K Hold
30,454
0.02% 545
2021
Q1
$468K Hold
30,454
0.02% 478
2020
Q4
$495K Sell
30,454
-2,049
-6% -$33.3K 0.02% 334
2020
Q3
$553K Hold
32,503
0.03% 248
2020
Q2
$536K Hold
32,503
0.03% 227
2020
Q1
$475K Hold
32,503
0.04% 192
2019
Q4
$613K Sell
32,503
-10,500
-24% -$198K 0.03% 222
2019
Q3
$846K Hold
43,003
0.05% 193
2019
Q2
$822K Hold
43,003
0.05% 198
2019
Q1
$774K Hold
43,003
0.05% 196
2018
Q4
$744K Hold
43,003
0.05% 188
2018
Q3
$881K Hold
43,003
0.04% 184
2018
Q2
$890K Hold
43,003
0.04% 176
2018
Q1
$881K Hold
43,003
0.04% 198
2017
Q4
$864K Hold
43,003
0.04% 201
2017
Q3
$936K Hold
43,003
0.05% 196
2017
Q2
$881K Sell
43,003
-500
-1% -$10.2K 0.04% 200
2017
Q1
$901K Hold
43,503
0.05% 184
2016
Q4
$793K Buy
43,503
+700
+2% +$12.8K 0.04% 199
2016
Q3
$794K Sell
42,803
-2,987
-7% -$55.4K 0.04% 202
2016
Q2
$924K Sell
45,790
-16,702
-27% -$337K 0.06% 184
2016
Q1
$1.68M Sell
62,492
-540
-0.9% -$14.6K 0.1% 132
2015
Q4
$1.61M Buy
63,032
+5,308
+9% +$136K 0.1% 135
2015
Q3
$1.62M Buy
57,724
+25,361
+78% +$711K 0.1% 136
2015
Q2
$1.08M Buy
+32,363
New +$1.08M 0.05% 205