Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-35,157
Closed -$1M 1980
2025
Q1
$1M Buy
+35,157
New +$1M 0.03% 675
2024
Q3
Sell
-1,279
Closed -$36.6K 1870
2024
Q2
$36.6K Buy
+1,279
New +$36.6K ﹤0.01% 1292
2023
Q1
Sell
-11,439
Closed -$384K 2119
2022
Q4
$384K Buy
11,439
+10,986
+2,425% +$369K 0.03% 667
2022
Q3
$13K Buy
+453
New +$13K ﹤0.01% 1406
2021
Q1
Sell
-479
Closed -$12K 1792
2020
Q4
$12K Buy
479
+130
+37% +$3.26K ﹤0.01% 1085
2020
Q3
$7K Buy
+349
New +$7K ﹤0.01% 1154
2019
Q2
Sell
-1,725
Closed -$49K 1467
2019
Q1
$49K Buy
+1,725
New +$49K ﹤0.01% 847
2018
Q4
Sell
-109
Closed -$3K 1450
2018
Q3
$3K Sell
109
-26,816
-100% -$738K ﹤0.01% 1206
2018
Q2
$880K Buy
+26,925
New +$880K 0.06% 424
2017
Q1
Sell
-3,446
Closed -$118K 1435
2016
Q4
$118K Buy
+3,446
New +$118K 0.01% 670
2016
Q3
Sell
-5,495
Closed -$133K 1348
2016
Q2
$133K Buy
+5,495
New +$133K 0.01% 654
2016
Q1
Sell
-1,556
Closed -$37K 1435
2015
Q4
$37K Buy
+1,556
New +$37K 0.01% 855
2014
Q4
Sell
-8,601
Closed -$175K 1426
2014
Q3
$175K Sell
8,601
-22,228
-72% -$452K 0.02% 740
2014
Q2
$691K Buy
30,829
+26,429
+601% +$592K 0.11% 280
2014
Q1
$102K Buy
4,400
+4,000
+1,000% +$92.7K 0.02% 602
2013
Q4
$9K Sell
400
-2,400
-86% -$54K ﹤0.01% 887
2013
Q3
$57K Buy
+2,800
New +$57K 0.04% 493