Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.97M Buy
6,484
+248
+4% +$75.4K 0.04% 277
2025
Q1
$1.67M Sell
6,236
-270
-4% -$72.5K 0.04% 279
2024
Q4
$1.6M Buy
6,506
+769
+13% +$189K 0.04% 277
2024
Q3
$1.31M Buy
5,737
+510
+10% +$117K 0.03% 325
2024
Q2
$1.05M Buy
5,227
+321
+7% +$64.7K 0.03% 352
2024
Q1
$957K Buy
4,906
+1,319
+37% +$257K 0.03% 375
2023
Q4
$555K Sell
3,587
-154
-4% -$23.8K 0.02% 457
2023
Q3
$484K Buy
3,741
+175
+5% +$22.6K 0.02% 468
2023
Q2
$488K Buy
3,566
+131
+4% +$17.9K 0.02% 475
2023
Q1
$435K Buy
3,435
+123
+4% +$15.6K 0.01% 491
2022
Q4
$342K Buy
3,312
+378
+13% +$39K 0.01% 514
2022
Q3
$238K Buy
2,934
+328
+13% +$26.6K 0.01% 613
2022
Q2
$236K Buy
2,606
+545
+26% +$49.4K 0.01% 617
2022
Q1
$233K Sell
2,061
-857
-29% -$96.9K 0.01% 668
2021
Q4
$409K Buy
2,918
+663
+29% +$92.9K 0.02% 507
2021
Q3
$305K Buy
2,255
+412
+22% +$55.7K 0.01% 559
2021
Q2
$259K Buy
1,843
+199
+12% +$28K 0.01% 577
2021
Q1
$202K Buy
1,644
+95
+6% +$11.7K 0.01% 636
2020
Q4
$202K Sell
1,549
-335
-18% -$43.7K 0.01% 578
2020
Q3
$294K Sell
1,884
-116
-6% -$18.1K 0.02% 431
2020
Q2
$280K Buy
2,000
+150
+8% +$21K 0.02% 440
2020
Q1
$204K Sell
1,850
-317
-15% -$35K 0.02% 434
2019
Q4
$290K Buy
2,167
+264
+14% +$35.3K 0.02% 402
2019
Q3
$224K Sell
1,903
-16
-0.8% -$1.88K 0.02% 428
2019
Q2
$262K Buy
1,919
+292
+18% +$39.9K 0.03% 371
2019
Q1
$188K Buy
1,627
+631
+63% +$72.9K 0.02% 418
2018
Q4
$99K Sell
996
-215
-18% -$21.4K 0.01% 540
2018
Q3
$149K Buy
1,211
+81
+7% +$9.97K 0.02% 479
2018
Q2
$130K Buy
1,130
+155
+16% +$17.8K 0.02% 474
2018
Q1
$103K Sell
975
-61
-6% -$6.44K 0.02% 488
2017
Q4
$116K Hold
1,036
0.02% 445
2017
Q3
$116K Buy
1,036
+79
+8% +$8.85K 0.02% 442
2017
Q2
$101K Buy
957
+234
+32% +$24.7K 0.02% 472
2017
Q1
$73K Buy
723
+255
+54% +$25.7K 0.01% 543
2016
Q4
$40K Buy
+468
New +$40K 0.01% 659