Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
4,588
-106
-2% -$37.2K 0.05% 299
2025
Q1
$1.49M Hold
4,694
0.05% 313
2024
Q4
$1.58M Sell
4,694
-100
-2% -$33.7K 0.05% 310
2024
Q3
$1.53M Sell
4,794
-200
-4% -$63.7K 0.04% 321
2024
Q2
$1.61M Sell
4,994
-100
-2% -$32.2K 0.05% 306
2024
Q1
$1.77M Sell
5,094
-428
-8% -$149K 0.05% 297
2023
Q4
$2M Sell
5,522
-678
-11% -$246K 0.06% 274
2023
Q3
$1.84M Sell
6,200
-967
-13% -$288K 0.06% 292
2023
Q2
$2.37M Hold
7,167
0.06% 284
2023
Q1
$2.39M Hold
7,167
0.06% 278
2022
Q4
$1.73M Sell
7,167
-176
-2% -$42.5K 0.05% 333
2022
Q3
$1.63M Hold
7,343
0.05% 332
2022
Q2
$1.76M Hold
7,343
0.04% 373
2022
Q1
$2.33M Sell
7,343
-100
-1% -$31.8K 0.05% 368
2021
Q4
$2.99M Sell
7,443
-142
-2% -$57K 0.06% 315
2021
Q3
$2.58M Sell
7,585
-100
-1% -$34K 0.05% 323
2021
Q2
$2.67M Hold
7,685
0.05% 321
2021
Q1
$2.61M Sell
7,685
-200
-3% -$67.9K 0.06% 316
2020
Q4
$2.87M Sell
7,885
-17
-0.2% -$6.19K 0.06% 287
2020
Q3
$2.59M Sell
7,902
-300
-4% -$98.2K 0.06% 277
2020
Q2
$2.39M Sell
8,202
-289
-3% -$84.3K 0.06% 285
2020
Q1
$1.97M Sell
8,491
-200
-2% -$46.5K 0.06% 297
2019
Q4
$2.24M Sell
8,691
-103
-1% -$26.5K 0.05% 350
2019
Q3
$1.95M Sell
8,794
-100
-1% -$22.1K 0.04% 367
2019
Q2
$1.82M Buy
8,894
+110
+1% +$22.5K 0.04% 386
2019
Q1
$1.61M Buy
8,784
+138
+2% +$25.2K 0.04% 400
2018
Q4
$1.24M Hold
8,646
0.03% 441
2018
Q3
$1.61M Sell
8,646
-100
-1% -$18.7K 0.04% 415
2018
Q2
$1.52M Buy
8,746
+100
+1% +$17.4K 0.04% 413
2018
Q1
$1.36M Sell
8,646
-100
-1% -$15.7K 0.03% 450
2017
Q4
$1.29M Buy
8,746
+84
+1% +$12.4K 0.03% 484
2017
Q3
$1.06M Buy
8,662
+35
+0.4% +$4.3K 0.03% 512
2017
Q2
$1.05M Sell
8,627
-2,304
-21% -$280K 0.03% 507
2017
Q1
$1.17M Buy
10,931
+169
+2% +$18.1K 0.03% 454
2016
Q4
$995K Buy
10,762
+100
+0.9% +$9.25K 0.03% 498
2016
Q3
$987K Hold
10,662
0.03% 496
2016
Q2
$968K Sell
10,662
-1,228
-10% -$111K 0.03% 489
2016
Q1
$1.06M Buy
11,890
+224
+2% +$20K 0.03% 454
2015
Q4
$1.08M Sell
11,666
-881
-7% -$81.5K 0.03% 448
2015
Q3
$1.11M Sell
12,547
-102
-0.8% -$8.99K 0.04% 413
2015
Q2
$1.15M Sell
12,649
-100
-0.8% -$9.12K 0.04% 434
2015
Q1
$1.12M Sell
12,749
-100
-0.8% -$8.82K 0.03% 455
2014
Q4
$1.05M Sell
12,849
-134
-1% -$11K 0.03% 443
2014
Q3
$982K Hold
12,983
0.03% 457
2014
Q2
$984K Sell
12,983
-407
-3% -$30.8K 0.03% 457
2014
Q1
$1.03M Hold
13,390
0.04% 422
2013
Q4
$1.17M Sell
13,390
-373
-3% -$32.5K 0.04% 394
2013
Q3
$1.19M Sell
13,763
-263
-2% -$22.8K 0.05% 372
2013
Q2
$1.03M Buy
+14,026
New +$1.03M 0.04% 387