Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.2M Buy
2,460
+55
+2% +$49.3K 0.04% 254
2025
Q1
$1.63M Buy
2,405
+354
+17% +$241K 0.04% 283
2024
Q4
$1.29M Sell
2,051
-19
-0.9% -$12K 0.03% 326
2024
Q3
$1.6M Buy
2,070
+55
+3% +$42.6K 0.04% 281
2024
Q2
$1.66M Buy
2,015
+116
+6% +$95.6K 0.04% 261
2024
Q1
$1.33M Buy
1,899
+194
+11% +$135K 0.04% 297
2023
Q4
$991K Buy
1,705
+23
+1% +$13.4K 0.03% 333
2023
Q3
$772K Buy
1,682
+46
+3% +$21.1K 0.03% 360
2023
Q2
$794K Buy
1,636
+52
+3% +$25.2K 0.03% 364
2023
Q1
$632K Buy
1,584
+51
+3% +$20.4K 0.02% 396
2022
Q4
$578K Sell
1,533
-194
-11% -$73.1K 0.03% 368
2022
Q3
$523K Buy
1,727
+2
+0.1% +$606 0.02% 379
2022
Q2
$551K Buy
1,725
+670
+64% +$214K 0.03% 369
2022
Q1
$395K Sell
1,055
-141
-12% -$52.8K 0.02% 492
2021
Q4
$515K Buy
1,196
+80
+7% +$34.4K 0.02% 433
2021
Q3
$373K Buy
1,116
+209
+23% +$69.9K 0.02% 489
2021
Q2
$294K Buy
907
+150
+20% +$48.6K 0.01% 544
2021
Q1
$250K Buy
757
+38
+5% +$12.6K 0.01% 558
2020
Q4
$186K Sell
719
-128
-15% -$33.1K 0.01% 611
2020
Q3
$164K Sell
847
-30
-3% -$5.81K 0.01% 609
2020
Q2
$170K Buy
877
+59
+7% +$11.4K 0.01% 591
2020
Q1
$117K Buy
818
+466
+132% +$66.7K 0.01% 620
2019
Q4
$63K Buy
352
+27
+8% +$4.83K ﹤0.01% 956
2019
Q3
$52K Hold
325
﹤0.01% 963
2019
Q2
$38K Sell
325
-8
-2% -$935 ﹤0.01% 993
2019
Q1
$40K Buy
333
+201
+152% +$24.1K ﹤0.01% 926
2018
Q4
$11K Sell
132
-111
-46% -$9.25K ﹤0.01% 1288
2018
Q3
$25K Sell
243
-79
-25% -$8.13K ﹤0.01% 1057
2018
Q2
$33K Buy
322
+142
+79% +$14.6K ﹤0.01% 868
2018
Q1
$20K Buy
180
+100
+125% +$11.1K ﹤0.01% 1001
2017
Q4
$8K Buy
80
+3
+4% +$300 ﹤0.01% 1380
2017
Q3
$8K Sell
77
-56
-42% -$5.82K ﹤0.01% 1376
2017
Q2
$12K Buy
133
+79
+146% +$7.13K ﹤0.01% 1246
2017
Q1
$5K Hold
54
﹤0.01% 1496
2016
Q4
$4K Buy
+54
New +$4K ﹤0.01% 1438