Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
7,887
+475
+6% +$35.4K 0.01% 569
2025
Q1
$502K Buy
7,412
+554
+8% +$37.5K 0.01% 583
2024
Q4
$425K Sell
6,858
-428
-6% -$26.5K 0.01% 624
2024
Q3
$474K Buy
7,286
+372
+5% +$24.2K 0.01% 586
2024
Q2
$371K Buy
6,914
+72
+1% +$3.87K 0.01% 629
2024
Q1
$361K Buy
6,842
+223
+3% +$11.8K 0.01% 638
2023
Q4
$289K Sell
6,619
-857
-11% -$37.4K 0.01% 661
2023
Q3
$330K Sell
7,476
-2,183
-23% -$96.3K 0.01% 597
2023
Q2
$432K Buy
9,659
+713
+8% +$31.9K 0.01% 506
2023
Q1
$397K Buy
8,946
+209
+2% +$9.27K 0.01% 518
2022
Q4
$362K Sell
8,737
-13
-0.1% -$539 0.02% 498
2022
Q3
$322K Sell
8,750
-2,591
-23% -$95.3K 0.01% 512
2022
Q2
$473K Buy
11,341
+1,385
+14% +$57.8K 0.02% 415
2022
Q1
$591K Buy
9,956
+1,217
+14% +$72.2K 0.02% 386
2021
Q4
$581K Buy
8,739
+1,212
+16% +$80.6K 0.02% 403
2021
Q3
$524K Buy
7,527
+1,573
+26% +$110K 0.02% 396
2021
Q2
$418K Buy
5,954
+505
+9% +$35.5K 0.02% 434
2021
Q1
$334K Buy
5,449
+70
+1% +$4.29K 0.02% 459
2020
Q4
$270K Sell
5,379
-804
-13% -$40.4K 0.01% 492
2020
Q3
$322K Sell
6,183
-1,310
-17% -$68.2K 0.02% 407
2020
Q2
$393K Buy
7,493
+2,090
+39% +$110K 0.03% 355
2020
Q1
$162K Buy
5,403
+1,973
+58% +$59.2K 0.01% 513
2019
Q4
$124K Sell
3,430
-1,156
-25% -$41.8K 0.01% 687
2019
Q3
$179K Buy
4,586
+936
+26% +$36.5K 0.02% 506
2019
Q2
$144K Buy
3,650
+629
+21% +$24.8K 0.01% 529
2019
Q1
$112K Buy
3,021
+274
+10% +$10.2K 0.01% 569
2018
Q4
$77K Buy
2,747
+198
+8% +$5.55K 0.01% 616
2018
Q3
$84K Sell
2,549
-1,922
-43% -$63.3K 0.01% 642
2018
Q2
$162K Sell
4,471
-46
-1% -$1.67K 0.02% 411
2018
Q1
$182K Sell
4,517
-344
-7% -$13.9K 0.03% 352
2017
Q4
$183K Buy
4,861
+417
+9% +$15.7K 0.03% 340
2017
Q3
$159K Sell
4,444
-359
-7% -$12.8K 0.03% 367
2017
Q2
$172K Buy
4,803
+582
+14% +$20.8K 0.03% 345
2017
Q1
$140K Buy
4,221
+858
+26% +$28.5K 0.03% 366
2016
Q4
$100K Buy
+3,363
New +$100K 0.02% 386