Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
4,659
+346
+8% +$75.5K 0.02% 412
2025
Q1
$587K Buy
4,313
+16
+0.4% +$2.18K 0.01% 533
2024
Q4
$618K Sell
4,297
-308
-7% -$44.3K 0.01% 522
2024
Q3
$552K Buy
4,605
+278
+6% +$33.3K 0.01% 538
2024
Q2
$471K Sell
4,327
-139
-3% -$15.1K 0.01% 554
2024
Q1
$598K Buy
4,466
+87
+2% +$11.7K 0.02% 478
2023
Q4
$558K Sell
4,379
-130
-3% -$16.6K 0.02% 456
2023
Q3
$572K Buy
4,509
+40
+0.9% +$5.08K 0.02% 426
2023
Q2
$482K Buy
4,469
+106
+2% +$11.4K 0.02% 480
2023
Q1
$385K Sell
4,363
-48
-1% -$4.23K 0.01% 526
2022
Q4
$301K Buy
4,411
+3,043
+222% +$208K 0.01% 556
2022
Q3
$79K Buy
1,368
+699
+104% +$40.4K ﹤0.01% 1059
2022
Q2
$34K Buy
669
+455
+213% +$23.1K ﹤0.01% 1425
2022
Q1
$13K Buy
214
+63
+42% +$3.83K ﹤0.01% 1880
2021
Q4
$11K Buy
151
+6
+4% +$437 ﹤0.01% 2060
2021
Q3
$8K Buy
145
+35
+32% +$1.93K ﹤0.01% 2160
2021
Q2
$6K Buy
110
+10
+10% +$545 ﹤0.01% 2207
2021
Q1
$5K Buy
100
+11
+12% +$550 ﹤0.01% 2168
2020
Q4
$4K Hold
89
﹤0.01% 2087
2020
Q3
$3K Hold
89
﹤0.01% 2170
2020
Q2
$2K Sell
89
-89
-50% -$2K ﹤0.01% 2193
2020
Q1
$4K Sell
178
-45
-20% -$1.01K ﹤0.01% 1956
2019
Q4
$9K Buy
223
+94
+73% +$3.79K ﹤0.01% 1763
2019
Q3
$5K Hold
129
﹤0.01% 1906
2019
Q2
$4K Sell
129
-82
-39% -$2.54K ﹤0.01% 1890
2019
Q1
$6K Hold
211
﹤0.01% 1721
2018
Q4
$5K Buy
211
+59
+39% +$1.4K ﹤0.01% 1587
2018
Q3
$4K Hold
152
﹤0.01% 1798
2018
Q2
$4K Hold
152
﹤0.01% 1669
2018
Q1
$4K Buy
152
+75
+97% +$1.97K ﹤0.01% 1625
2017
Q4
$2K Hold
77
﹤0.01% 1856
2017
Q3
$2K Hold
77
﹤0.01% 1855
2017
Q2
$2K Hold
77
﹤0.01% 1878
2017
Q1
$2K Hold
77
﹤0.01% 1780
2016
Q4
$2K Buy
+77
New +$2K ﹤0.01% 1628