Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$833K Sell
13,704
-33
-0.2% -$2.01K 0.02% 472
2025
Q1
$789K Buy
13,737
+638
+5% +$36.6K 0.02% 453
2024
Q4
$648K Buy
13,099
+1,431
+12% +$70.8K 0.01% 505
2024
Q3
$527K Buy
11,668
+1,589
+16% +$71.8K 0.01% 547
2024
Q2
$438K Buy
10,079
+1,180
+13% +$51.3K 0.01% 577
2024
Q1
$350K Buy
8,899
+1,706
+24% +$67.2K 0.01% 654
2023
Q4
$292K Sell
7,193
-194
-3% -$7.87K 0.01% 654
2023
Q3
$292K Buy
7,387
+462
+7% +$18.2K 0.01% 637
2023
Q2
$274K Buy
6,925
+997
+17% +$39.5K 0.01% 652
2023
Q1
$202K Buy
5,928
+353
+6% +$12K 0.01% 767
2022
Q4
$174K Sell
5,575
-1,662
-23% -$51.8K 0.01% 764
2022
Q3
$189K Sell
7,237
-990
-12% -$25.9K 0.01% 697
2022
Q2
$269K Buy
8,227
+638
+8% +$20.9K 0.01% 564
2022
Q1
$262K Sell
7,589
-100
-1% -$3.45K 0.01% 625
2021
Q4
$232K Buy
7,689
+1,460
+23% +$44.1K 0.01% 687
2021
Q3
$163K Buy
6,229
+729
+13% +$19.1K 0.01% 776
2021
Q2
$159K Buy
5,500
+72
+1% +$2.08K 0.01% 764
2021
Q1
$158K Buy
5,428
+53
+1% +$1.54K 0.01% 714
2020
Q4
$139K Buy
5,375
+1,521
+39% +$39.3K 0.01% 693
2020
Q3
$75K Buy
3,854
+511
+15% +$9.94K ﹤0.01% 874
2020
Q2
$77K Sell
3,343
-811
-20% -$18.7K 0.01% 870
2020
Q1
$116K Buy
4,154
+441
+12% +$12.3K 0.01% 624
2019
Q4
$145K Buy
3,713
+207
+6% +$8.08K 0.01% 616
2019
Q3
$134K Sell
3,506
-2,798
-44% -$107K 0.01% 609
2019
Q2
$263K Buy
6,304
+746
+13% +$31.1K 0.03% 366
2019
Q1
$223K Sell
5,558
-454
-8% -$18.2K 0.03% 371
2018
Q4
$238K Buy
6,012
+236
+4% +$9.34K 0.03% 320
2018
Q3
$242K Sell
5,776
-694
-11% -$29.1K 0.03% 344
2018
Q2
$287K Buy
6,470
+1,162
+22% +$51.5K 0.04% 268
2018
Q1
$236K Sell
5,308
-259
-5% -$11.5K 0.04% 289
2017
Q4
$263K Hold
5,567
0.04% 268
2017
Q3
$245K Buy
5,567
+50
+0.9% +$2.2K 0.04% 283
2017
Q2
$253K Buy
5,517
+578
+12% +$26.5K 0.05% 275
2017
Q1
$186K Sell
4,939
-461
-9% -$17.4K 0.04% 303
2016
Q4
$196K Buy
+5,400
New +$196K 0.05% 255