Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
19,606
0.3% 69
2025
Q1
$1.05M Hold
19,606
0.34% 65
2024
Q4
$938K Hold
19,606
0.29% 67
2024
Q3
$872K Hold
19,606
0.29% 68
2024
Q2
$835K Hold
19,606
0.3% 66
2024
Q1
$815K Hold
19,606
0.3% 64
2023
Q4
$720K Hold
19,606
0.29% 62
2023
Q3
$697K Hold
19,606
0.3% 61
2023
Q2
$665K Hold
19,606
0.29% 62
2023
Q1
$675K Hold
19,606
0.31% 61
2022
Q4
$644K Hold
19,606
0.31% 61
2022
Q3
$588K Hold
19,606
0.31% 62
2022
Q2
$572K Hold
19,606
0.29% 68
2022
Q1
$651K Hold
19,606
0.29% 67
2021
Q4
$580K Hold
19,606
0.25% 66
2021
Q3
$558K Hold
19,606
0.24% 64
2021
Q2
$581K Sell
19,606
-6,502
-25% -$193K 0.24% 65
2021
Q1
$669K Hold
26,108
0.31% 64
2020
Q4
$565K Hold
26,108
0.29% 61
2020
Q3
$411K Hold
26,108
0.24% 64
2020
Q2
$451K Hold
26,108
0.29% 60
2020
Q1
$303K Buy
+26,108
New +$303K 0.28% 53