Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
2,926
+486
+20% +$89K 0.01% 602
2025
Q1
$429K Buy
2,440
+64
+3% +$11.2K 0.01% 632
2024
Q4
$446K Buy
2,376
+45
+2% +$8.44K 0.01% 606
2024
Q3
$447K Sell
2,331
-9
-0.4% -$1.73K 0.01% 603
2024
Q2
$422K Sell
2,340
-79
-3% -$14.3K 0.01% 585
2024
Q1
$429K Buy
2,419
+170
+8% +$30.1K 0.01% 582
2023
Q4
$346K Sell
2,249
-94
-4% -$14.5K 0.01% 603
2023
Q3
$327K Sell
2,343
-64
-3% -$8.93K 0.01% 600
2023
Q2
$355K Buy
2,407
+7
+0.3% +$1.03K 0.01% 574
2023
Q1
$365K Buy
2,400
+235
+11% +$35.7K 0.01% 543
2022
Q4
$293K Buy
2,165
+161
+8% +$21.8K 0.01% 563
2022
Q3
$234K Buy
2,004
+91
+5% +$10.6K 0.01% 621
2022
Q2
$232K Buy
1,913
+333
+21% +$40.4K 0.01% 625
2022
Q1
$254K Sell
1,580
-310
-16% -$49.8K 0.01% 640
2021
Q4
$343K Buy
1,890
+50
+3% +$9.07K 0.01% 558
2021
Q3
$286K Buy
1,840
+304
+20% +$47.3K 0.01% 581
2021
Q2
$231K Buy
1,536
+94
+7% +$14.1K 0.01% 626
2021
Q1
$198K Buy
1,442
+60
+4% +$8.24K 0.01% 641
2020
Q4
$174K Sell
1,382
-99
-7% -$12.5K 0.01% 632
2020
Q3
$160K Sell
1,481
-13
-0.9% -$1.4K 0.01% 620
2020
Q2
$144K Sell
1,494
-12
-0.8% -$1.16K 0.01% 642
2020
Q1
$126K Buy
1,506
+48
+3% +$4.02K 0.01% 592
2019
Q4
$168K Buy
1,458
+14
+1% +$1.61K 0.01% 567
2019
Q3
$144K Buy
1,444
+263
+22% +$26.2K 0.01% 580
2019
Q2
$118K Sell
1,181
-187
-14% -$18.7K 0.01% 605
2019
Q1
$128K Buy
1,368
+117
+9% +$10.9K 0.01% 526
2018
Q4
$88K Buy
1,251
+35
+3% +$2.46K 0.01% 579
2018
Q3
$108K Buy
1,216
+575
+90% +$51.1K 0.01% 580
2018
Q2
$46K Buy
641
+28
+5% +$2.01K 0.01% 759
2018
Q1
$49K Hold
613
0.01% 696
2017
Q4
$50K Hold
613
0.01% 696
2017
Q3
$46K Hold
613
0.01% 707
2017
Q2
$42K Sell
613
-160
-21% -$11K 0.01% 740
2017
Q1
$48K Buy
773
+160
+26% +$9.94K 0.01% 662
2016
Q4
$37K Buy
+613
New +$37K 0.01% 667