Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$80.2K Buy
935
+136
+17% +$11.7K ﹤0.01% 1467
2025
Q1
$73.5K Sell
799
-358
-31% -$32.9K ﹤0.01% 1418
2024
Q4
$97.5K Buy
1,157
+181
+19% +$15.3K ﹤0.01% 1279
2024
Q3
$103K Sell
976
-3
-0.3% -$316 ﹤0.01% 1235
2024
Q2
$84.7K Sell
979
-933
-49% -$80.7K ﹤0.01% 1253
2024
Q1
$201K Buy
1,912
+169
+10% +$17.8K 0.01% 855
2023
Q4
$208K Sell
1,743
-185
-10% -$22K 0.01% 783
2023
Q3
$259K Buy
1,928
+167
+9% +$22.4K 0.01% 678
2023
Q2
$241K Buy
1,761
+83
+5% +$11.4K 0.01% 711
2023
Q1
$253K Sell
1,678
-131
-7% -$19.8K 0.01% 661
2022
Q4
$207K Sell
1,809
-71
-4% -$8.12K 0.01% 685
2022
Q3
$221K Sell
1,880
-513
-21% -$60.3K 0.01% 641
2022
Q2
$356K Buy
2,393
+150
+7% +$22.3K 0.02% 490
2022
Q1
$323K Sell
2,243
-20
-0.9% -$2.88K 0.01% 555
2021
Q4
$337K Sell
2,263
-48
-2% -$7.15K 0.01% 564
2021
Q3
$355K Buy
2,311
+58
+3% +$8.91K 0.01% 511
2021
Q2
$459K Buy
2,253
+79
+4% +$16.1K 0.02% 406
2021
Q1
$473K Buy
2,174
+10
+0.5% +$2.18K 0.02% 360
2020
Q4
$468K Buy
2,164
+615
+40% +$133K 0.03% 338
2020
Q3
$196K Sell
1,549
-14
-0.9% -$1.77K 0.01% 565
2020
Q2
$187K Buy
1,563
+26
+2% +$3.11K 0.01% 558
2020
Q1
$154K Buy
1,537
+118
+8% +$11.8K 0.01% 532
2019
Q4
$179K Buy
1,419
+143
+11% +$18K 0.01% 550
2019
Q3
$131K Buy
1,276
+193
+18% +$19.8K 0.01% 619
2019
Q2
$127K Buy
1,083
+66
+6% +$7.74K 0.01% 581
2019
Q1
$168K Sell
1,017
-92
-8% -$15.2K 0.02% 455
2018
Q4
$175K Buy
1,109
+45
+4% +$7.1K 0.02% 386
2018
Q3
$243K Buy
1,064
+45
+4% +$10.3K 0.03% 342
2018
Q2
$247K Buy
1,019
+14
+1% +$3.39K 0.04% 300
2018
Q1
$224K Sell
1,005
-99
-9% -$22.1K 0.04% 296
2017
Q4
$259K Hold
1,104
0.04% 272
2017
Q3
$262K Buy
1,104
+17
+2% +$4.03K 0.05% 271
2017
Q2
$246K Buy
1,087
+80
+8% +$18.1K 0.05% 277
2017
Q1
$179K Sell
1,007
-9
-0.9% -$1.6K 0.04% 314
2016
Q4
$167K Buy
+1,016
New +$167K 0.04% 279