Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$462K Buy
21,147
+808
+4% +$17.7K 0.01% 659
2025
Q1
$398K Buy
20,339
+1,400
+7% +$27.4K 0.01% 664
2024
Q4
$297K Sell
18,939
-372
-2% -$5.83K 0.01% 764
2024
Q3
$351K Buy
19,311
+1,357
+8% +$24.6K 0.01% 698
2024
Q2
$308K Buy
17,954
+598
+3% +$10.3K 0.01% 706
2024
Q1
$286K Buy
17,356
+1,941
+13% +$32K 0.01% 722
2023
Q4
$232K Sell
15,415
-599
-4% -$9K 0.01% 737
2023
Q3
$211K Buy
16,014
+1,169
+8% +$15.4K 0.01% 762
2023
Q2
$200K Buy
14,845
+248
+2% +$3.34K 0.01% 779
2023
Q1
$173K Sell
14,597
-535
-4% -$6.35K 0.01% 835
2022
Q4
$184K Buy
15,132
+936
+7% +$11.4K 0.01% 735
2022
Q3
$121K Buy
14,196
+95
+0.7% +$810 0.01% 877
2022
Q2
$140K Sell
14,101
-426
-3% -$4.23K 0.01% 830
2022
Q1
$157K Buy
14,527
+2,555
+21% +$27.6K 0.01% 820
2021
Q4
$167K Buy
11,972
+34
+0.3% +$474 0.01% 800
2021
Q3
$173K Buy
11,938
+2,179
+22% +$31.6K 0.01% 765
2021
Q2
$129K Buy
9,759
+1,158
+13% +$15.3K 0.01% 841
2021
Q1
$105K Sell
8,601
-538
-6% -$6.57K 0.01% 859
2020
Q4
$86K Buy
9,139
+78
+0.9% +$734 ﹤0.01% 851
2020
Q3
$64K Buy
9,061
+698
+8% +$4.93K ﹤0.01% 947
2020
Q2
$57K Sell
8,363
-2,326
-22% -$15.9K ﹤0.01% 992
2020
Q1
$55K Buy
10,689
+2,977
+39% +$15.3K ﹤0.01% 892
2019
Q4
$93K Sell
7,712
-1,213
-14% -$14.6K 0.01% 795
2019
Q3
$93K Buy
8,925
+6,593
+283% +$68.7K 0.01% 728
2019
Q2
$27K Sell
2,332
-3,064
-57% -$35.5K ﹤0.01% 1130
2019
Q1
$66K Buy
5,396
+3,298
+157% +$40.3K 0.01% 748
2018
Q4
$22K Buy
2,098
+635
+43% +$6.66K ﹤0.01% 1012
2018
Q3
$19K Buy
1,463
+281
+24% +$3.65K ﹤0.01% 1160
2018
Q2
$16K Sell
1,182
-42
-3% -$569 ﹤0.01% 1138
2018
Q1
$21K Sell
1,224
-480
-28% -$8.24K ﹤0.01% 984
2017
Q4
$31K Hold
1,704
0.01% 854
2017
Q3
$31K Buy
1,704
+20
+1% +$364 0.01% 837
2017
Q2
$32K Buy
1,684
+1,259
+296% +$23.9K 0.01% 832
2017
Q1
$7K Sell
425
-2,641
-86% -$43.5K ﹤0.01% 1354
2016
Q4
$43K Buy
+3,066
New +$43K 0.01% 632