Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$421K Buy
525
+9
+2% +$7.22K 0.01% 381
2025
Q1
$342K Buy
516
+16
+3% +$10.6K 0.01% 402
2024
Q4
$347K Sell
500
-356
-42% -$247K 0.01% 402
2024
Q3
$713K Buy
856
+203
+31% +$169K 0.02% 288
2024
Q2
$668K Buy
653
+77
+13% +$78.8K 0.02% 295
2024
Q1
$559K Buy
576
+307
+114% +$298K 0.02% 312
2023
Q4
$204K Buy
269
+18
+7% +$13.6K 0.01% 473
2023
Q3
$148K Buy
251
+13
+5% +$7.66K 0.01% 528
2023
Q2
$173K Buy
238
+8
+3% +$5.8K 0.01% 504
2023
Q1
$157K Sell
230
-27
-11% -$18.4K 0.01% 526
2022
Q4
$140K Sell
257
-26
-9% -$14.2K 0.01% 530
2022
Q3
$116K Buy
283
+4
+1% +$1.64K ﹤0.01% 567
2022
Q2
$132K Buy
279
+177
+174% +$83.7K ﹤0.01% 562
2022
Q1
$68K Sell
102
-37
-27% -$24.7K ﹤0.01% 568
2021
Q4
$110K Sell
139
-30
-18% -$23.7K ﹤0.01% 648
2021
Q3
$125K Buy
169
+82
+94% +$60.7K ﹤0.01% 612
2021
Q2
$59K Buy
87
+5
+6% +$3.39K ﹤0.01% 718
2021
Q1
$50K Buy
82
+37
+82% +$22.6K ﹤0.01% 740
2020
Q4
$22K Buy
45
+8
+22% +$3.91K ﹤0.01% 861
2020
Q3
$14K Sell
37
-3
-8% -$1.14K ﹤0.01% 923
2020
Q2
$15K Buy
+40
New +$15K ﹤0.01% 879
2019
Q3
Sell
-9
Closed -$2K 1527
2019
Q2
$2K Sell
9
-9
-50% -$2K ﹤0.01% 1377
2019
Q1
$3K Buy
18
+8
+80% +$1.33K ﹤0.01% 1334
2018
Q4
$1K Buy
+10
New +$1K ﹤0.01% 1426
2015
Q1
Sell
-39
Closed -$4K 1493
2014
Q4
$4K Buy
39
+18
+86% +$1.85K ﹤0.01% 1254
2014
Q3
$2K Sell
21
-50
-70% -$4.76K ﹤0.01% 1366
2014
Q2
$7K Sell
71
-658
-90% -$64.9K ﹤0.01% 1127
2014
Q1
$67K Buy
729
+669
+1,115% +$61.5K 0.01% 450
2013
Q4
$6K Sell
60
-609
-91% -$60.9K ﹤0.01% 1043
2013
Q3
$66K Sell
669
-7
-1% -$691 0.01% 415
2013
Q2
$53K Buy
+676
New +$53K 0.03% 207