Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Sell
12,065
-34
-0.3% -$980 0.01% 766
2025
Q1
$328K Sell
12,099
-239
-2% -$6.49K 0.01% 738
2024
Q4
$352K Sell
12,338
-11,530
-48% -$329K 0.01% 695
2024
Q3
$757K Buy
23,868
+7,221
+43% +$229K 0.02% 446
2024
Q2
$537K Buy
16,647
+634
+4% +$20.4K 0.01% 517
2024
Q1
$596K Buy
16,013
+5,476
+52% +$204K 0.02% 480
2023
Q4
$326K Buy
10,537
+47
+0.4% +$1.45K 0.01% 622
2023
Q3
$353K Buy
10,490
+718
+7% +$24.2K 0.01% 568
2023
Q2
$296K Buy
9,772
+507
+5% +$15.4K 0.01% 629
2023
Q1
$245K Sell
9,265
-961
-9% -$25.5K 0.01% 677
2022
Q4
$234K Buy
10,226
+921
+10% +$21.1K 0.01% 631
2022
Q3
$201K Buy
9,305
+3,624
+64% +$78.3K 0.01% 677
2022
Q2
$137K Sell
5,681
-644
-10% -$15.5K 0.01% 835
2022
Q1
$181K Sell
6,325
-553
-8% -$15.8K 0.01% 768
2021
Q4
$196K Buy
6,878
+916
+15% +$26.1K 0.01% 753
2021
Q3
$183K Sell
5,962
-199
-3% -$6.11K 0.01% 745
2021
Q2
$198K Buy
6,161
+796
+15% +$25.6K 0.01% 680
2021
Q1
$162K Buy
5,365
+15
+0.3% +$453 0.01% 704
2020
Q4
$151K Sell
5,350
-672
-11% -$19K 0.01% 667
2020
Q3
$143K Buy
6,022
+110
+2% +$2.61K 0.01% 652
2020
Q2
$151K Buy
5,912
+768
+15% +$19.6K 0.01% 617
2020
Q1
$115K Buy
5,144
+62
+1% +$1.39K 0.01% 628
2019
Q4
$144K Buy
5,082
+389
+8% +$11K 0.01% 620
2019
Q3
$122K Buy
4,693
+2,876
+158% +$74.8K 0.01% 649
2019
Q2
$47K Sell
1,817
-3,246
-64% -$84K ﹤0.01% 920
2019
Q1
$138K Buy
5,063
+1,499
+42% +$40.9K 0.02% 502
2018
Q4
$94K Buy
3,564
+1,502
+73% +$39.6K 0.01% 556
2018
Q3
$62K Buy
2,062
+944
+84% +$28.4K 0.01% 736
2018
Q2
$32K Sell
1,118
-140
-11% -$4.01K ﹤0.01% 882
2018
Q1
$44K Buy
1,258
+237
+23% +$8.29K 0.01% 736
2017
Q4
$35K Buy
1,021
+196
+24% +$6.72K 0.01% 812
2017
Q3
$27K Buy
825
+50
+6% +$1.64K ﹤0.01% 889
2017
Q2
$22K Sell
775
-305
-28% -$8.66K ﹤0.01% 973
2017
Q1
$31K Buy
1,080
+328
+44% +$9.42K 0.01% 801
2016
Q4
$22K Buy
+752
New +$22K 0.01% 833