Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.55M Buy
4,408
+2,800
+174% +$983K 0.05% 308
2025
Q1
$509K Sell
1,608
-136
-8% -$43.1K 0.02% 454
2024
Q4
$588K Sell
1,744
-123
-7% -$41.5K 0.03% 446
2024
Q3
$595K Buy
+1,867
New +$595K 0.03% 433
2024
Q1
$511K Sell
1,590
-1,206
-43% -$388K 0.02% 459
2023
Q4
$1.02M Sell
2,796
-830
-23% -$301K 0.05% 324
2023
Q3
$1.08M Buy
3,626
+4
+0.1% +$1.19K 0.04% 339
2023
Q2
$1.2M Sell
3,622
-823
-19% -$272K 0.05% 330
2023
Q1
$1.48M Buy
4,445
+276
+7% +$91.8K 0.06% 295
2022
Q4
$1.01M Sell
4,169
-917
-18% -$221K 0.04% 365
2022
Q3
$1.13M Sell
5,086
-1,327
-21% -$294K 0.04% 353
2022
Q2
$1.54M Sell
6,413
-533
-8% -$128K 0.05% 348
2022
Q1
$2.21M Buy
6,946
+322
+5% +$102K 0.05% 315
2021
Q4
$2.66M Sell
6,624
-420
-6% -$168K 0.05% 305
2021
Q3
$2.4M Buy
7,044
+1,920
+37% +$654K 0.05% 302
2021
Q2
$1.78M Sell
5,124
-6,556
-56% -$2.27M 0.03% 386
2021
Q1
$3.97M Buy
11,680
+1,277
+12% +$434K 0.08% 266
2020
Q4
$3.79M Buy
10,403
+6,057
+139% +$2.2M 0.08% 275
2020
Q3
$1.42M Buy
4,346
+296
+7% +$96.9K 0.03% 391
2020
Q2
$1.18M Sell
4,050
-927
-19% -$271K 0.03% 406
2020
Q1
$1.16M Sell
4,977
-500
-9% -$116K 0.03% 391
2019
Q4
$1.41M Buy
5,477
+374
+7% +$96.3K 0.03% 435
2019
Q3
$1.13M Hold
5,103
0.03% 486
2019
Q2
$1.05M Sell
5,103
-303
-6% -$62K 0.02% 535
2019
Q1
$988K Hold
5,406
0.02% 569
2018
Q4
$773K Sell
5,406
-4,550
-46% -$651K 0.02% 627
2018
Q3
$1.86M Sell
9,956
-543
-5% -$101K 0.04% 405
2018
Q2
$1.83M Sell
10,499
-2,390
-19% -$416K 0.04% 418
2018
Q1
$2.02M Buy
12,889
+1,955
+18% +$306K 0.04% 394
2017
Q4
$1.61M Sell
10,934
-3,200
-23% -$472K 0.03% 458
2017
Q3
$1.74M Sell
14,134
-790
-5% -$97K 0.04% 406
2017
Q2
$1.82M Sell
14,924
-3,541
-19% -$431K 0.04% 405
2017
Q1
$1.97M Sell
18,465
-379
-2% -$40.5K 0.04% 375
2016
Q4
$1.74M Sell
18,844
-19,825
-51% -$1.83M 0.04% 431
2016
Q3
$3.58M Sell
38,669
-10,419
-21% -$965K 0.07% 284
2016
Q2
$4.46M Buy
49,088
+29,480
+150% +$2.68M 0.1% 221
2016
Q1
$1.75M Sell
19,608
-1,446
-7% -$129K 0.04% 408
2015
Q4
$1.95M Sell
21,054
-27,624
-57% -$2.55M 0.05% 388
2015
Q3
$3.68M Buy
48,678
+23,110
+90% +$1.75M 0.06% 282
2015
Q2
$2.33M Sell
25,568
-6,312
-20% -$576K 0.05% 383
2015
Q1
$2.81M Sell
31,880
-9,860
-24% -$869K 0.05% 345
2014
Q4
$3.42M Sell
41,740
-6,938
-14% -$569K 0.05% 319
2014
Q3
$3.68M Buy
48,678
+4,602
+10% +$348K 0.06% 292
2014
Q2
$3.34M Buy
44,076
+2,469
+6% +$187K 0.05% 319
2014
Q1
$3.21M Buy
41,607
+50
+0.1% +$3.85K 0.05% 325
2013
Q4
$3.62M Sell
41,557
-5,302
-11% -$462K 0.06% 293
2013
Q3
$4.05M Sell
46,859
-2,249
-5% -$195K 0.07% 280
2013
Q2
$3.59M Buy
+49,108
New +$3.59M 0.07% 294