Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Buy
8,422
+329
+4% +$17.9K 0.01% 666
2025
Q1
$408K Buy
8,093
+2,197
+37% +$111K 0.01% 651
2024
Q4
$268K Sell
5,896
-385
-6% -$17.5K 0.01% 804
2024
Q3
$298K Buy
6,281
+1,133
+22% +$53.8K 0.01% 758
2024
Q2
$236K Buy
5,148
+176
+4% +$8.08K 0.01% 802
2024
Q1
$215K Buy
4,972
+879
+21% +$38.1K 0.01% 830
2023
Q4
$162K Sell
4,093
-560
-12% -$22.2K ﹤0.01% 899
2023
Q3
$157K Buy
4,653
+743
+19% +$25K 0.01% 887
2023
Q2
$131K Buy
3,910
+370
+10% +$12.4K ﹤0.01% 962
2023
Q1
$115K Buy
3,540
+900
+34% +$29.2K ﹤0.01% 997
2022
Q4
$73.2K Sell
2,640
-922
-26% -$25.6K ﹤0.01% 1122
2022
Q3
$87K Buy
3,562
+428
+14% +$10.5K ﹤0.01% 1020
2022
Q2
$84K Sell
3,134
-3,368
-52% -$90.3K ﹤0.01% 1028
2022
Q1
$203K Sell
6,502
-378
-5% -$11.8K 0.01% 726
2021
Q4
$224K Buy
6,880
+28
+0.4% +$912 0.01% 707
2021
Q3
$198K Buy
6,852
+2,256
+49% +$65.2K 0.01% 713
2021
Q2
$123K Buy
4,596
+1,251
+37% +$33.5K 0.01% 854
2021
Q1
$84K Buy
3,345
+300
+10% +$7.53K ﹤0.01% 950
2020
Q4
$75K Sell
3,045
-304
-9% -$7.49K ﹤0.01% 920
2020
Q3
$75K Buy
3,349
+377
+13% +$8.44K ﹤0.01% 876
2020
Q2
$70K Buy
2,972
+1,779
+149% +$41.9K ﹤0.01% 905
2020
Q1
$25K Sell
1,193
-3,177
-73% -$66.6K ﹤0.01% 1206
2019
Q4
$110K Buy
4,370
+305
+8% +$7.68K 0.01% 729
2019
Q3
$96K Buy
4,065
+840
+26% +$19.8K 0.01% 722
2019
Q2
$79K Buy
3,225
+399
+14% +$9.77K 0.01% 731
2019
Q1
$61K Buy
2,826
+2,570
+1,004% +$55.5K 0.01% 790
2018
Q4
$5K Sell
256
-363
-59% -$7.09K ﹤0.01% 1602
2018
Q3
$13K Buy
619
+363
+142% +$7.62K ﹤0.01% 1336
2018
Q2
$5K Sell
256
-377
-60% -$7.36K ﹤0.01% 1607
2018
Q1
$13K Sell
633
-169
-21% -$3.47K ﹤0.01% 1174
2017
Q4
$19K Hold
802
﹤0.01% 1037
2017
Q3
$19K Sell
802
-340
-30% -$8.06K ﹤0.01% 1025
2017
Q2
$25K Buy
1,142
+592
+108% +$13K ﹤0.01% 926
2017
Q1
$11K Sell
550
-384
-41% -$7.68K ﹤0.01% 1187
2016
Q4
$17K Buy
+934
New +$17K ﹤0.01% 926