Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$410K Sell
47,222
-952
-2% -$8.27K ﹤0.01% 1788
2025
Q1
$420K Sell
48,174
-16,510
-26% -$144K ﹤0.01% 1696
2024
Q4
$697K Sell
64,684
-6,210
-9% -$66.9K ﹤0.01% 1414
2024
Q3
$759K Sell
70,894
-4,143
-6% -$44.3K ﹤0.01% 1389
2024
Q2
$1.25M Sell
75,037
-2,024
-3% -$33.6K 0.01% 1071
2024
Q1
$885K Buy
77,061
+31,631
+70% +$363K 0.01% 1205
2023
Q4
$769K Buy
45,430
+318
+0.7% +$5.38K 0.01% 1249
2023
Q3
$402K Sell
45,112
-774
-2% -$6.9K ﹤0.01% 1471
2023
Q2
$543K Sell
45,886
-9,630
-17% -$114K ﹤0.01% 1336
2023
Q1
$622K Sell
55,516
-6,535
-11% -$73.3K 0.01% 1229
2022
Q4
$555 Sell
62,051
-4,837
-7% -$43 ﹤0.01% 1362
2022
Q3
$657K Buy
66,888
+47,981
+254% +$471K 0.01% 1112
2022
Q2
$248K Sell
18,907
-48,001
-72% -$630K ﹤0.01% 1736
2022
Q1
$2.41M Buy
66,908
+17,356
+35% +$625K 0.02% 728
2021
Q4
$2.33M Buy
49,552
+1,430
+3% +$67.2K 0.02% 739
2021
Q3
$3.55M Buy
48,122
+6,857
+17% +$506K 0.02% 651
2021
Q2
$2.81M Buy
41,265
+2,788
+7% +$190K 0.02% 625
2021
Q1
$2.01M Sell
38,477
-18,501
-32% -$967K 0.02% 713
2020
Q4
$2.85M Buy
56,978
+10,951
+24% +$548K 0.03% 534
2020
Q3
$1.2M Sell
46,027
-2,159
-4% -$56.4K 0.02% 719
2020
Q2
$1.13M Sell
48,186
-6,097
-11% -$143K 0.02% 712
2020
Q1
$645K Buy
54,283
+4,944
+10% +$58.7K 0.01% 808
2019
Q4
$806K Buy
49,339
+32,052
+185% +$524K 0.01% 848
2019
Q3
$273K Sell
17,287
-738
-4% -$11.7K ﹤0.01% 1324
2019
Q2
$258K Buy
18,025
+938
+5% +$13.4K ﹤0.01% 1364
2019
Q1
$188K Sell
17,087
-631
-4% -$6.94K ﹤0.01% 1425
2018
Q4
$98K Sell
17,718
-4,454
-20% -$24.6K ﹤0.01% 1296
2018
Q3
$188K Buy
22,172
+6,633
+43% +$56.2K ﹤0.01% 1468
2018
Q2
$204K Sell
15,539
-3,448
-18% -$45.3K ﹤0.01% 1183
2018
Q1
$301K Buy
18,987
+2,754
+17% +$43.7K 0.01% 884
2017
Q4
$228K Sell
16,233
-9,051
-36% -$127K 0.01% 997
2017
Q3
$372K Buy
25,284
+2,991
+13% +$44K 0.01% 1026
2017
Q2
$379K Buy
22,293
+1,393
+7% +$23.7K 0.01% 962
2017
Q1
$433K Buy
+20,900
New +$433K 0.01% 902