Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$658K Sell
13,735
-3,440
-20% -$165K 0.01% 543
2025
Q1
$855K Buy
17,175
+1,613
+10% +$80.3K 0.02% 426
2024
Q4
$902K Buy
15,562
+1,217
+8% +$70.5K 0.02% 421
2024
Q3
$934K Buy
14,345
+414
+3% +$27K 0.02% 398
2024
Q2
$894K Sell
13,931
-231
-2% -$14.8K 0.02% 385
2024
Q1
$902K Buy
14,162
+877
+7% +$55.8K 0.02% 389
2023
Q4
$736K Buy
13,285
+4,471
+51% +$248K 0.02% 395
2023
Q3
$520K Buy
8,814
+2,092
+31% +$123K 0.02% 446
2023
Q2
$437K Buy
6,722
+2,378
+55% +$155K 0.01% 503
2023
Q1
$239K Buy
4,344
+917
+27% +$50.5K 0.01% 690
2022
Q4
$181K Buy
3,427
+57
+2% +$3.01K 0.01% 746
2022
Q3
$146K Sell
3,370
-92
-3% -$3.99K 0.01% 792
2022
Q2
$168K Buy
3,462
+114
+3% +$5.53K 0.01% 749
2022
Q1
$182K Buy
3,348
+1,656
+98% +$90K 0.01% 767
2021
Q4
$81K Sell
1,692
-392
-19% -$18.8K ﹤0.01% 1080
2021
Q3
$82K Buy
2,084
+49
+2% +$1.93K ﹤0.01% 1049
2021
Q2
$78K Buy
2,035
+1,993
+4,745% +$76.4K ﹤0.01% 1022
2021
Q1
$2K Hold
42
﹤0.01% 2457
2020
Q4
$1K Hold
42
﹤0.01% 2420
2020
Q3
$1K Hold
42
﹤0.01% 2430
2020
Q2
$0 Sell
42
-124
-75% ﹤0.01% 2574
2020
Q1
$3K Hold
166
﹤0.01% 2029
2019
Q4
$5K Sell
166
-76
-31% -$2.29K ﹤0.01% 1957
2019
Q3
$6K Buy
242
+205
+554% +$5.08K ﹤0.01% 1850
2019
Q2
$1K Hold
37
﹤0.01% 2190
2019
Q1
$1K Buy
37
+1
+3% +$27 ﹤0.01% 2177
2018
Q4
$0 Sell
36
-1
-3% ﹤0.01% 2202
2018
Q3
$1K Buy
37
+1
+3% +$27 ﹤0.01% 2136
2018
Q2
$0 Hold
36
﹤0.01% 2150
2018
Q1
$1K Hold
36
﹤0.01% 1986
2017
Q4
$1K Hold
36
﹤0.01% 1984
2017
Q3
$1K Buy
+36
New +$1K ﹤0.01% 1987