Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-356
Closed -$36.4K 920
2024
Q2
$36.4K Buy
356
+62
+21% +$6.34K ﹤0.01% 536
2024
Q1
$26.1K Sell
294
-1,822
-86% -$162K ﹤0.01% 497
2023
Q4
$193K Buy
2,116
+395
+23% +$36.1K ﹤0.01% 341
2023
Q3
$135K Sell
1,721
-415
-19% -$32.5K ﹤0.01% 355
2023
Q2
$179K Sell
2,136
-440
-17% -$36.8K ﹤0.01% 335
2023
Q1
$226K Sell
2,576
-139,626
-98% -$12.3M 0.01% 283
2022
Q4
$14.3M Buy
142,202
+14,491
+11% +$1.45M 0.45% 75
2022
Q3
$11.8M Buy
127,711
+16,751
+15% +$1.55M 0.36% 87
2022
Q2
$12M Buy
110,960
+5,232
+5% +$566K 0.35% 79
2022
Q1
$13.2M Buy
105,728
+21,357
+25% +$2.66M 0.34% 89
2021
Q4
$12.5M Buy
84,371
+8,133
+11% +$1.21M 0.32% 97
2021
Q3
$11.2M Buy
76,238
+3,470
+5% +$509K 0.31% 102
2021
Q2
$12.1M Buy
72,768
+2,270
+3% +$377K 0.35% 71
2021
Q1
$11.4M Buy
70,498
+68,006
+2,729% +$11M 0.37% 58
2020
Q4
$334K Sell
2,492
-30
-1% -$4.02K 0.01% 223
2020
Q3
$338K Buy
2,522
+105
+4% +$14.1K 0.01% 222
2020
Q2
$315K Buy
2,417
+228
+10% +$29.7K 0.01% 217
2020
Q1
$250K Sell
2,189
-81,060
-97% -$9.26M 0.01% 222
2019
Q4
$12.3M Buy
83,249
+3,735
+5% +$551K 0.55% 44
2019
Q3
$10.9M Buy
79,514
+66,859
+528% +$9.19M 0.54% 43
2019
Q2
$1.83M Buy
12,655
+9,267
+274% +$1.34M 0.09% 124
2019
Q1
$589K Buy
3,388
+1,248
+58% +$217K 0.04% 173
2018
Q4
$341K Sell
2,140
-53,216
-96% -$8.48M 0.02% 197
2018
Q3
$9.75M Buy
55,356
+2,517
+5% +$443K 0.5% 41
2018
Q2
$8.69M Buy
52,839
+50,988
+2,755% +$8.39M 0.46% 51
2018
Q1
$340K Buy
1,851
+223
+14% +$41K 0.02% 208
2017
Q4
$320K Sell
1,628
-832
-34% -$164K 0.02% 220
2017
Q3
$432K Sell
2,460
-40,852
-94% -$7.17M 0.03% 166
2017
Q2
$7.54M Buy
43,312
+1,000
+2% +$174K 0.53% 31
2017
Q1
$6.77M Buy
42,312
+5,084
+14% +$813K 0.52% 32
2016
Q4
$5.56M Buy
37,228
+3,103
+9% +$463K 0.49% 49
2016
Q3
$5.03M Buy
34,125
+2,551
+8% +$376K 0.49% 42
2016
Q2
$4.62M Buy
31,574
+2,923
+10% +$428K 0.5% 38
2016
Q1
$3.99M Buy
28,651
+159
+0.6% +$22.2K 0.49% 51
2015
Q4
$3.59M Buy
28,492
+1,224
+4% +$154K 0.48% 57
2015
Q3
$3.23M Buy
27,268
+26,867
+6,700% +$3.18M 0.46% 56
2015
Q2
$52K Sell
401
-3,927
-91% -$509K 0.01% 243
2015
Q1
$597K Buy
4,328
+4,054
+1,480% +$559K 0.09% 119
2014
Q4
$38K Buy
274
+105
+62% +$14.6K 0.01% 254
2014
Q3
$20K Hold
169
﹤0.01% 277
2014
Q2
$20K Sell
169
-17,720
-99% -$2.1M ﹤0.01% 287
2014
Q1
$2.03M Buy
17,889
+17,511
+4,633% +$1.99M 0.47% 62
2013
Q4
$44K Buy
378
+258
+215% +$30K 0.01% 233
2013
Q3
$12K Hold
120
﹤0.01% 274
2013
Q2
$11K Buy
+120
New +$11K ﹤0.01% 263