Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$635K Buy
5,289
+428
+9% +$51.4K 0.02% 739
2025
Q1
$716K Buy
4,861
+345
+8% +$50.8K 0.02% 646
2024
Q4
$733K Buy
4,516
+653
+17% +$106K 0.02% 610
2024
Q3
$629K Buy
3,863
+2,237
+138% +$364K 0.02% 609
2024
Q2
$222K Buy
1,626
+205
+14% +$28K 0.01% 997
2024
Q1
$218K Buy
1,421
+190
+15% +$29.1K 0.01% 958
2023
Q4
$175K Sell
1,231
-724
-37% -$103K 0.01% 1007
2023
Q3
$256K Buy
1,955
+314
+19% +$41.1K 0.01% 852
2023
Q2
$261K Buy
1,641
+12
+0.7% +$1.91K 0.01% 894
2023
Q1
$117K Sell
1,629
-1,087
-40% -$78.4K 0.01% 1175
2022
Q4
$215K Sell
2,716
-1,758
-39% -$139K 0.01% 1316
2022
Q3
$343K Buy
4,474
+328
+8% +$25.1K 0.01% 1120
2022
Q2
$313K Hold
4,146
0.01% 1047
2022
Q1
$313K Buy
4,146
+1,583
+62% +$120K 0.01% 1047
2021
Q4
$448K Sell
2,563
-96
-4% -$16.8K 0.01% 630
2021
Q3
$442K Buy
2,659
+1,088
+69% +$181K 0.01% 604
2021
Q2
$283K Sell
1,571
-327
-17% -$58.9K 0.01% 745
2021
Q1
$369K Buy
1,898
+164
+9% +$31.9K 0.01% 613
2020
Q4
$349K Sell
1,734
-710
-29% -$143K 0.01% 609
2020
Q3
$516K Buy
2,444
+262
+12% +$55.3K 0.03% 423
2020
Q2
$475K Buy
2,182
+247
+13% +$53.8K 0.04% 429
2020
Q1
$337K Buy
1,935
+2
+0.1% +$348 0.03% 427
2019
Q4
$292K Sell
1,933
-208
-10% -$31.4K 0.02% 562
2019
Q3
$325K Buy
+2,141
New +$325K 0.02% 606
2019
Q1
$244K Sell
1,516
-7,143
-82% -$1.15M 0.03% 422
2018
Q4
$1.33M Sell
8,659
-2,370
-21% -$363K 0.08% 273
2018
Q3
$1.66M Sell
11,029
-1,467
-12% -$221K 0.07% 302
2018
Q2
$1.69M Buy
12,496
+1,070
+9% +$145K 0.07% 283
2018
Q1
$1.7M Hold
11,426
0.08% 267
2017
Q4
$1.7M Sell
11,426
-7,061
-38% -$1.05M 0.08% 265
2017
Q3
$2.44M Sell
18,487
-312
-2% -$41.2K 0.1% 228
2017
Q2
$2.51M Buy
18,799
+53
+0.3% +$7.06K 0.11% 216
2017
Q1
$2.53M Sell
18,746
-772
-4% -$104K 0.11% 204
2016
Q4
$2.34M Buy
19,518
+8,554
+78% +$1.03M 0.11% 198
2016
Q3
$1.37M Sell
10,964
-474
-4% -$59.3K 0.07% 285
2016
Q2
$1.58M Buy
11,438
+9,922
+654% +$1.37M 0.09% 253
2016
Q1
$244K Sell
1,516
-9,309
-86% -$1.5M 0.03% 422
2015
Q4
$1.37M Buy
+10,825
New +$1.37M 0.09% 237