Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$179K Buy
1,057
+56
+6% +$9.46K ﹤0.01% 1062
2025
Q1
$154K Sell
1,001
-158
-14% -$24.4K ﹤0.01% 1061
2024
Q4
$197K Sell
1,159
-54
-4% -$9.18K ﹤0.01% 934
2024
Q3
$211K Sell
1,213
-4
-0.3% -$695 0.01% 898
2024
Q2
$209K Sell
1,217
-73
-6% -$12.6K 0.01% 852
2024
Q1
$336K Buy
1,290
+122
+10% +$31.8K 0.01% 663
2023
Q4
$233K Sell
1,168
-109
-9% -$21.7K 0.01% 733
2023
Q3
$217K Buy
1,277
+16
+1% +$2.72K 0.01% 749
2023
Q2
$260K Sell
1,261
-138
-10% -$28.5K 0.01% 671
2023
Q1
$320K Sell
1,399
-11
-0.8% -$2.52K 0.01% 587
2022
Q4
$271K Sell
1,410
-345
-20% -$66.3K 0.01% 592
2022
Q3
$330K Sell
1,755
-1
-0.1% -$188 0.02% 504
2022
Q2
$338K Buy
1,756
+371
+27% +$71.4K 0.02% 504
2022
Q1
$307K Sell
1,385
-41
-3% -$9.09K 0.01% 572
2021
Q4
$433K Sell
1,426
-2
-0.1% -$607 0.02% 478
2021
Q3
$406K Sell
1,428
-95
-6% -$27K 0.02% 462
2021
Q2
$377K Buy
1,523
+202
+15% +$50K 0.02% 466
2021
Q1
$288K Sell
1,321
-4
-0.3% -$872 0.01% 509
2020
Q4
$376K Sell
1,325
-6
-0.5% -$1.7K 0.02% 384
2020
Q3
$302K Sell
1,331
-145
-10% -$32.9K 0.02% 421
2020
Q2
$279K Sell
1,476
-21
-1% -$3.97K 0.02% 441
2020
Q1
$214K Buy
1,497
+84
+6% +$12K 0.02% 423
2019
Q4
$219K Sell
1,413
-81
-5% -$12.6K 0.02% 477
2019
Q3
$215K Buy
1,494
+88
+6% +$12.7K 0.02% 443
2019
Q2
$193K Sell
1,406
-33
-2% -$4.53K 0.02% 445
2019
Q1
$176K Sell
1,439
-2
-0.1% -$245 0.02% 439
2018
Q4
$155K Sell
1,441
-26
-2% -$2.8K 0.02% 423
2018
Q3
$168K Sell
1,467
-29
-2% -$3.32K 0.02% 435
2018
Q2
$155K Sell
1,496
-21
-1% -$2.18K 0.02% 425
2018
Q1
$142K Sell
1,517
-60
-4% -$5.62K 0.02% 407
2017
Q4
$145K Hold
1,577
0.02% 391
2017
Q3
$133K Sell
1,577
-20
-1% -$1.69K 0.02% 402
2017
Q2
$119K Hold
1,597
0.02% 425
2017
Q1
$108K Sell
1,597
-403
-20% -$27.3K 0.02% 426
2016
Q4
$138K Buy
+2,000
New +$138K 0.03% 323