Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.85M Sell
11,728
-79
-0.7% -$12.5K 0.05% 372
2025
Q1
$1.59M Buy
11,807
+1,297
+12% +$175K 0.05% 414
2024
Q4
$1.51M Sell
10,510
-3,827
-27% -$551K 0.05% 417
2024
Q3
$2.34M Buy
14,337
+13
+0.1% +$2.12K 0.08% 266
2024
Q2
$2.09M Buy
14,324
+3,995
+39% +$583K 0.08% 253
2024
Q1
$1.35M Sell
10,329
-1,931
-16% -$253K 0.06% 341
2023
Q4
$1.33M Buy
12,260
+1,925
+19% +$208K 0.06% 328
2023
Q3
$953K Sell
10,335
-1,298
-11% -$120K 0.04% 403
2023
Q2
$1.03M Buy
11,633
+344
+3% +$30.4K 0.04% 419
2023
Q1
$687K Sell
11,289
-1,292
-10% -$78.6K 0.03% 493
2022
Q4
$779K Sell
12,581
-774
-6% -$47.9K 0.02% 722
2022
Q3
$828K Buy
13,355
+302
+2% +$18.7K 0.02% 709
2022
Q2
$806K Hold
13,053
0.03% 652
2022
Q1
$806K Buy
13,053
+874
+7% +$54K 0.03% 652
2021
Q4
$1.09M Sell
12,179
-151
-1% -$13.5K 0.02% 388
2021
Q3
$1.19M Buy
12,330
+154
+1% +$14.9K 0.02% 348
2021
Q2
$1.23M Buy
12,176
+78
+0.6% +$7.88K 0.03% 331
2021
Q1
$1.17M Sell
12,098
-595
-5% -$57.3K 0.02% 336
2020
Q4
$1.34M Buy
12,693
+399
+3% +$42K 0.05% 281
2020
Q3
$1.1M Buy
12,294
+481
+4% +$42.9K 0.07% 274
2020
Q2
$1.09M Sell
11,813
-67
-0.6% -$6.18K 0.09% 235
2020
Q1
$1.1M Sell
11,880
-178
-1% -$16.5K 0.11% 200
2019
Q4
$1.18M Sell
12,058
-8,154
-40% -$799K 0.09% 243
2019
Q3
$1.72M Buy
+20,212
New +$1.72M 0.12% 201
2019
Q1
$558K Sell
8,728
-13,071
-60% -$836K 0.08% 262
2018
Q4
$1.14M Buy
21,799
+5
+0% +$262 0.07% 312
2018
Q3
$1.51M Buy
21,794
+10,882
+100% +$752K 0.06% 326
2018
Q2
$644K Buy
10,912
+725
+7% +$42.8K 0.03% 568
2018
Q1
$658K Hold
10,187
0.03% 522
2017
Q4
$658K Sell
10,187
-16
-0.2% -$1.03K 0.03% 521
2017
Q3
$604K Sell
10,203
-9
-0.1% -$533 0.02% 615
2017
Q2
$528K Buy
10,212
+86
+0.8% +$4.45K 0.02% 660
2017
Q1
$518K Buy
10,126
+4,995
+97% +$256K 0.02% 662
2016
Q4
$262K Buy
5,131
+5,038
+5,417% +$257K 0.01% 914
2016
Q3
$4K Buy
93
+43
+86% +$1.85K ﹤0.01% 3320
2016
Q2
$2K Sell
50
-8,678
-99% -$347K ﹤0.01% 3461
2016
Q1
$558K Buy
+8,728
New +$558K 0.08% 262