Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
898
+2
+0.2% +$1.07K 0.01% 645
2025
Q1
$331K Sell
896
-9
-1% -$3.33K 0.01% 732
2024
Q4
$411K Buy
905
+11
+1% +$4.99K 0.01% 637
2024
Q3
$385K Buy
894
+124
+16% +$53.4K 0.01% 667
2024
Q2
$281K Buy
770
+247
+47% +$90.2K 0.01% 731
2024
Q1
$183K Buy
523
+43
+9% +$15.1K 0.01% 889
2023
Q4
$103K Sell
480
-127
-21% -$27.4K ﹤0.01% 1103
2023
Q3
$128K Buy
607
+1
+0.2% +$210 ﹤0.01% 973
2023
Q2
$112K Sell
606
-9
-1% -$1.66K ﹤0.01% 1019
2023
Q1
$100K Buy
615
+21
+4% +$3.42K ﹤0.01% 1054
2022
Q4
$88K Buy
594
+60
+11% +$8.89K ﹤0.01% 1029
2022
Q3
$62K Buy
534
+250
+88% +$29K ﹤0.01% 1155
2022
Q2
$29K Buy
284
+193
+212% +$19.7K ﹤0.01% 1479
2022
Q1
$10K Sell
91
-69
-43% -$7.58K ﹤0.01% 2004
2021
Q4
$20K Buy
160
+33
+26% +$4.13K ﹤0.01% 1770
2021
Q3
$15K Sell
127
-33
-21% -$3.9K ﹤0.01% 1850
2021
Q2
$20K Buy
160
+73
+84% +$9.13K ﹤0.01% 1656
2021
Q1
$10K Buy
87
+5
+6% +$575 ﹤0.01% 1897
2020
Q4
$8K Sell
82
-233
-74% -$22.7K ﹤0.01% 1855
2020
Q3
$21K Sell
315
-234
-43% -$15.6K ﹤0.01% 1398
2020
Q2
$36K Sell
549
-109
-17% -$7.15K ﹤0.01% 1163
2020
Q1
$40K Buy
658
+525
+395% +$31.9K ﹤0.01% 1019
2019
Q4
$11K Sell
133
-11
-8% -$910 ﹤0.01% 1666
2019
Q3
$12K Sell
144
-205
-59% -$17.1K ﹤0.01% 1582
2019
Q2
$31K Hold
349
﹤0.01% 1077
2019
Q1
$26K Hold
349
﹤0.01% 1095
2018
Q4
$20K Buy
349
+303
+659% +$17.4K ﹤0.01% 1041
2018
Q3
$3K Hold
46
﹤0.01% 1876
2018
Q2
$3K Hold
46
﹤0.01% 1727
2018
Q1
$4K Sell
46
-61
-57% -$5.3K ﹤0.01% 1613
2017
Q4
$9K Hold
107
﹤0.01% 1333
2017
Q3
$8K Hold
107
﹤0.01% 1363
2017
Q2
$7K Buy
107
+42
+65% +$2.75K ﹤0.01% 1436
2017
Q1
$4K Buy
65
+19
+41% +$1.17K ﹤0.01% 1567
2016
Q4
$3K Buy
+46
New +$3K ﹤0.01% 1512