Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.86M Buy
6,415
+198
+3% +$57.4K 0.04% 286
2025
Q1
$1.88M Buy
6,217
+133
+2% +$40.2K 0.04% 263
2024
Q4
$1.68M Buy
6,084
+132
+2% +$36.5K 0.04% 270
2024
Q3
$1.72M Buy
5,952
+322
+6% +$92.9K 0.04% 272
2024
Q2
$1.44M Buy
5,630
+454
+9% +$116K 0.04% 285
2024
Q1
$1.34M Buy
5,176
+247
+5% +$64K 0.04% 295
2023
Q4
$1.11M Buy
4,929
+96
+2% +$21.7K 0.03% 311
2023
Q3
$1.01M Buy
4,833
+843
+21% +$176K 0.03% 311
2023
Q2
$768K Buy
3,990
+518
+15% +$99.8K 0.02% 369
2023
Q1
$674K Sell
3,472
-159
-4% -$30.9K 0.02% 382
2022
Q4
$801K Buy
3,631
+251
+7% +$55.4K 0.03% 300
2022
Q3
$615K Buy
3,380
+500
+17% +$91K 0.03% 336
2022
Q2
$566K Buy
2,880
+162
+6% +$31.8K 0.03% 360
2022
Q1
$591K Sell
2,718
-155
-5% -$33.7K 0.02% 385
2021
Q4
$555K Buy
2,873
+278
+11% +$53.7K 0.02% 409
2021
Q3
$450K Buy
2,595
+514
+25% +$89.1K 0.02% 431
2021
Q2
$331K Buy
2,081
+108
+5% +$17.2K 0.01% 503
2021
Q1
$312K Buy
1,973
+216
+12% +$34.2K 0.01% 474
2020
Q4
$270K Sell
1,757
-305
-15% -$46.9K 0.01% 491
2020
Q3
$239K Buy
2,062
+239
+13% +$27.7K 0.01% 493
2020
Q2
$230K Sell
1,823
-2,491
-58% -$314K 0.02% 491
2020
Q1
$481K Sell
4,314
-1,763
-29% -$197K 0.04% 251
2019
Q4
$946K Sell
6,077
-207
-3% -$32.2K 0.07% 189
2019
Q3
$1.01M Buy
6,284
+563
+10% +$90.8K 0.09% 168
2019
Q2
$843K Buy
5,721
+541
+10% +$79.7K 0.08% 172
2019
Q1
$725K Sell
5,180
-47
-0.9% -$6.58K 0.08% 176
2018
Q4
$675K Buy
5,227
+176
+3% +$22.7K 0.09% 158
2018
Q3
$675K Buy
5,051
+126
+3% +$16.8K 0.08% 171
2018
Q2
$625K Sell
4,925
-215
-4% -$27.3K 0.09% 159
2018
Q1
$703K Sell
5,140
-32
-0.6% -$4.38K 0.11% 141
2017
Q4
$756K Buy
5,172
+25
+0.5% +$3.65K 0.12% 129
2017
Q3
$779K Buy
5,147
+93
+2% +$14.1K 0.13% 121
2017
Q2
$740K Buy
5,054
+704
+16% +$103K 0.14% 121
2017
Q1
$598K Buy
4,350
+620
+17% +$85.2K 0.12% 135
2016
Q4
$493K Buy
+3,730
New +$493K 0.12% 137