Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$703K Buy
2,312
+791
+52% +$241K 0.02% 708
2025
Q1
$408K Buy
1,521
+179
+13% +$48.1K 0.01% 845
2024
Q4
$331K Buy
1,342
+499
+59% +$123K 0.01% 904
2024
Q3
$193K Sell
843
-51
-6% -$11.7K 0.01% 1109
2024
Q2
$180K Buy
894
+96
+12% +$19.4K 0.01% 1092
2024
Q1
$156K Sell
798
-214
-21% -$41.8K 0.01% 1115
2023
Q4
$157K Sell
1,012
-105
-9% -$16.2K 0.01% 1070
2023
Q3
$144K Buy
1,117
+554
+98% +$71.6K 0.01% 1111
2023
Q2
$77.1K Buy
563
+380
+208% +$52K ﹤0.01% 1433
2023
Q1
$13.1K Sell
183
-1,126
-86% -$80.6K ﹤0.01% 2187
2022
Q4
$103K Sell
1,309
-688
-34% -$54.1K ﹤0.01% 1727
2022
Q3
$159K Buy
1,997
+142
+8% +$11.3K ﹤0.01% 1554
2022
Q2
$147K Hold
1,855
﹤0.01% 1464
2022
Q1
$147K Buy
1,855
+1,766
+1,984% +$140K ﹤0.01% 1464
2021
Q4
$13K Buy
89
+9
+11% +$1.32K ﹤0.01% 2090
2021
Q3
$11K Sell
80
-34
-30% -$4.68K ﹤0.01% 2191
2021
Q2
$17K Buy
114
+68
+148% +$10.1K ﹤0.01% 2008
2021
Q1
$6K Hold
46
﹤0.01% 2345
2020
Q4
$6K Sell
46
-19
-29% -$2.48K ﹤0.01% 2257
2020
Q3
$10K Sell
65
-16
-20% -$2.46K ﹤0.01% 1904
2020
Q2
$11K Sell
81
-46
-36% -$6.25K ﹤0.01% 1783
2020
Q1
$14K Sell
127
-49
-28% -$5.4K ﹤0.01% 1634
2019
Q4
$24K Hold
176
﹤0.01% 1546
2019
Q3
$20K Buy
+176
New +$20K ﹤0.01% 1767
2019
Q1
$101K Sell
879
-342
-28% -$39.3K 0.01% 683
2018
Q4
$121K Sell
1,221
-164
-12% -$16.3K 0.01% 1089
2018
Q3
$170K Buy
1,385
+56
+4% +$6.87K 0.01% 1163
2018
Q2
$154K Sell
1,329
-569
-30% -$65.9K 0.01% 1219
2018
Q1
$213K Hold
1,898
0.01% 965
2017
Q4
$213K Sell
1,898
-174
-8% -$19.5K 0.01% 963
2017
Q3
$227K Buy
2,072
+616
+42% +$67.5K 0.01% 1070
2017
Q2
$152K Buy
1,456
+331
+29% +$34.6K 0.01% 1277
2017
Q1
$110K Buy
1,125
+187
+20% +$18.3K ﹤0.01% 1433
2016
Q4
$81K Buy
938
+24
+3% +$2.07K ﹤0.01% 1574
2016
Q3
$84K Buy
914
+13
+1% +$1.2K ﹤0.01% 1471
2016
Q2
$68K Buy
901
+22
+3% +$1.66K ﹤0.01% 1570
2016
Q1
$101K Buy
879
+58
+7% +$6.66K 0.01% 683
2015
Q4
$65K Buy
+821
New +$65K ﹤0.01% 1442