| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
1,369
-39
| -3% | -$4.92K | 0.02% | 213 |
|
|
2025
Q1 | $187K | Buy |
1,408
+185
| +15% | +$24.5K | 0.02% | 189 |
|
|
2024
Q4 | $138K | Hold |
1,223
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $139K | Sell |
1,223
-98
| -7% | -$11.2K | 0.01% | 233 |
|
|
2024
Q2 | $137K | Sell |
1,321
-159
| -11% | -$16.5K | 0.01% | 304 |
|
|
2024
Q1 | $168K | Buy |
1,480
+58
| +4% | +$6.59K | 0.01% | 291 |
|
|
2023
Q4 | $157K | Buy |
1,422
+350
| +33% | +$38.5K | 0.01% | 269 |
|
|
2023
Q3 | $104K | Buy |
1,072
+119
| +12% | +$11.5K | 0.01% | 288 |
|
|
2023
Q2 | $104K | Buy |
953
+8
| +0.8% | +$872 | 0.01% | 280 |
|
|
2023
Q1 | $95.7K | Hold |
945
| – | – | 0.01% | 272 |
|
|
2022
Q4 | $104K | Sell |
945
-391
| -29% | -$42.9K | 0.01% | 277 |
|
|
2022
Q3 | $129K | Buy |
1,336
+116
| +10% | +$11.2K | 0.01% | 261 |
|
|
2022
Q2 | $133K | Hold |
1,220
| – | – | 0.01% | 262 |
|
|
2022
Q1 | $144K | Buy |
1,220
+350
| +40% | +$41.3K | 0.01% | 267 |
|
|
2021
Q4 | $122K | Hold |
870
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $103K | Sell |
870
-415
| -32% | -$49.1K | 0.01% | 283 |
|
|
2021
Q2 | $149K | Sell |
1,285
-120
| -9% | -$13.9K | 0.01% | 266 |
|
|
2021
Q1 | $168K | Sell |
1,405
-318
| -18% | -$38K | 0.01% | 249 |
|
|
2020
Q4 | $188K | Sell |
1,723
-71
| -4% | -$7.75K | 0.01% | 239 |
|
|
2020
Q3 | $195K | Buy |
1,794
+354
| +25% | +$38.5K | 0.02% | 224 |
|
|
2020
Q2 | $131K | Hold |
1,440
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $113K | Buy |
1,440
+168
| +13% | +$13.2K | 0.01% | 244 |
|
|
2019
Q4 | $110K | Sell |
1,272
-423
| -25% | -$36.6K | 0.01% | 261 |
|
|
2019
Q3 | $142K | Sell |
1,695
-1,708
| -50% | -$143K | 0.01% | 243 |
|
|
2019
Q2 | $286K | Buy |
3,403
+2,113
| +164% | +$178K | 0.03% | 196 |
|
|
2019
Q1 | $103K | Sell |
1,290
-201
| -13% | -$16K | 0.01% | 260 |
|
|
2018
Q4 | $108K | Buy |
1,491
+1
| +0.1% | +$72 | 0.01% | 255 |
|
|
2018
Q3 | $109K | Hold |
1,490
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $91K | Hold |
1,490
| – | – | 0.01% | 261 |
|
|
2018
Q1 | $89K | Buy |
1,490
+890
| +148% | +$53.2K | 0.01% | 269 |
|
|
2017
Q4 | $34K | Sell |
600
-1,853
| -76% | -$105K | ﹤0.01% | 345 |
|
|
2017
Q3 | $131K | Sell |
2,453
-427
| -15% | -$22.8K | 0.01% | 222 |
|
|
2017
Q2 | $140K | Buy |
2,880
+1,962
| +214% | +$95.4K | 0.01% | 218 |
|
|
2017
Q1 | $41K | Buy |
918
+61
| +7% | +$2.72K | ﹤0.01% | 329 |
|
|
2016
Q4 | $33K | Sell |
857
-170
| -17% | -$6.55K | ﹤0.01% | 358 |
|
|
2016
Q3 | $44K | Sell |
1,027
-72
| -7% | -$3.09K | ﹤0.01% | 309 |
|
|
2016
Q2 | $43K | Buy |
1,099
+72
| +7% | +$2.82K | ﹤0.01% | 285 |
|
|
2016
Q1 | $43K | Hold |
1,027
| – | – | ﹤0.01% | 284 |
|
|
2015
Q4 | $46K | Hold |
1,027
| – | – | 0.01% | 270 |
|
|
2015
Q3 | $41K | Sell |
1,027
-201
| -16% | -$8.02K | 0.01% | 294 |
|
|
2015
Q2 | $60K | Sell |
1,228
-890
| -42% | -$43.5K | 0.01% | 265 |
|
|
2015
Q1 | $98K | Buy |
2,118
+25
| +1% | +$1.16K | 0.01% | 236 |
|
|
2014
Q4 | $94K | Buy |
2,093
+889
| +74% | +$39.9K | 0.01% | 253 |
|
|
2014
Q3 | $50K | Buy |
1,204
+1
| +0.1% | +$42 | 0.01% | 296 |
|
|
2014
Q2 | $49K | Sell |
1,203
-135
| -10% | -$5.5K | 0.01% | 284 |
|
|
2014
Q1 | $52K | Hold |
1,338
| – | – | 0.01% | 278 |
|
|
2013
Q4 | $52K | Sell |
1,338
-760
| -36% | -$29.5K | 0.01% | 288 |
|
|
2013
Q3 | $69K | Hold |
2,098
| – | – | 0.01% | 267 |
|
|
2013
Q2 | $73K | Buy |
+2,098
| New | +$73K | 0.01% | 267 |
|