Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$134K Buy
18,547
+1,069
+6% +$7.74K ﹤0.01% 1201
2025
Q1
$115K Sell
17,478
-3,023
-15% -$19.9K ﹤0.01% 1218
2024
Q4
$121K Buy
20,501
+3,243
+19% +$19.1K ﹤0.01% 1166
2024
Q3
$110K Sell
17,258
-1,179
-6% -$7.53K ﹤0.01% 1200
2024
Q2
$113K Sell
18,437
-329
-2% -$2.02K ﹤0.01% 1119
2024
Q1
$114K Buy
18,766
+1,163
+7% +$7.04K ﹤0.01% 1108
2023
Q4
$101K Buy
17,603
+2,526
+17% +$14.6K ﹤0.01% 1112
2023
Q3
$72.4K Buy
15,077
+1,040
+7% +$4.99K ﹤0.01% 1226
2023
Q2
$71.2K Buy
14,037
+624
+5% +$3.16K ﹤0.01% 1223
2023
Q1
$57.7K Buy
13,413
+887
+7% +$3.81K ﹤0.01% 1313
2022
Q4
$63.1K Sell
12,526
-3,017
-19% -$15.2K ﹤0.01% 1171
2022
Q3
$62K Buy
15,543
+1,460
+10% +$5.82K ﹤0.01% 1153
2022
Q2
$60K Buy
14,083
+1,862
+15% +$7.93K ﹤0.01% 1164
2022
Q1
$63K Sell
12,221
-472
-4% -$2.43K ﹤0.01% 1173
2021
Q4
$60K Buy
12,693
+200
+2% +$945 ﹤0.01% 1214
2021
Q3
$61K Buy
12,493
+1,357
+12% +$6.63K ﹤0.01% 1176
2021
Q2
$43K Buy
11,136
+1,280
+13% +$4.94K ﹤0.01% 1294
2021
Q1
$43K Hold
9,856
﹤0.01% 1232
2020
Q4
$36K Sell
9,856
-4,844
-33% -$17.7K ﹤0.01% 1213
2020
Q3
$35K Sell
14,700
-3,696
-20% -$8.8K ﹤0.01% 1189
2020
Q2
$49K Buy
18,396
+4,005
+28% +$10.7K ﹤0.01% 1046
2020
Q1
$33K Buy
14,391
+539
+4% +$1.24K ﹤0.01% 1087
2019
Q4
$58K Buy
13,852
+3,297
+31% +$13.8K ﹤0.01% 979
2019
Q3
$40K Buy
10,555
+7,195
+214% +$27.3K ﹤0.01% 1063
2019
Q2
$15K Sell
3,360
-31
-0.9% -$138 ﹤0.01% 1386
2019
Q1
$14K Sell
3,391
-57
-2% -$235 ﹤0.01% 1357
2018
Q4
$13K Sell
3,448
-4,226
-55% -$15.9K ﹤0.01% 1207
2018
Q3
$42K Buy
7,674
+214
+3% +$1.17K 0.01% 872
2018
Q2
$36K Sell
7,460
-191
-2% -$922 0.01% 841
2018
Q1
$42K Sell
7,651
-64
-0.8% -$351 0.01% 751
2017
Q4
$40K Buy
7,715
+64
+0.8% +$332 0.01% 769
2017
Q3
$37K Sell
7,651
-151
-2% -$730 0.01% 781
2017
Q2
$34K Buy
7,802
+4,026
+107% +$17.5K 0.01% 805
2017
Q1
$15K Sell
3,776
-1,360
-26% -$5.4K ﹤0.01% 1052
2016
Q4
$22K Buy
+5,136
New +$22K 0.01% 825