Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Hold
3,032
0.01% 655
2025
Q1
$267K Sell
3,032
-125
-4% -$11K 0.01% 664
2024
Q4
$299K Hold
3,157
0.01% 674
2024
Q3
$345K Buy
+3,157
New +$345K 0.02% 628
2024
Q1
$549K Sell
4,809
-1,961
-29% -$224K 0.03% 436
2023
Q4
$956K Sell
6,770
-3,007
-31% -$425K 0.04% 341
2023
Q3
$1.31M Sell
9,777
-1,701
-15% -$228K 0.05% 307
2023
Q2
$1.65M Buy
11,478
+7,394
+181% +$1.06M 0.07% 270
2023
Q1
$570K Hold
4,084
0.02% 511
2022
Q4
$506K Sell
4,084
-1,250
-23% -$155K 0.02% 530
2022
Q3
$638K Sell
5,334
-1,217
-19% -$146K 0.02% 474
2022
Q2
$825K Buy
6,551
+677
+12% +$85.3K 0.02% 479
2022
Q1
$838K Sell
5,874
-280
-5% -$39.9K 0.02% 547
2021
Q4
$1.13M Buy
6,154
+1,835
+42% +$336K 0.02% 517
2021
Q3
$676K Buy
4,319
+78
+2% +$12.2K 0.02% 713
2021
Q2
$743K Sell
4,241
-1,388
-25% -$243K 0.01% 708
2021
Q1
$1.02M Buy
5,629
+610
+12% +$111K 0.02% 528
2020
Q4
$798K Buy
5,019
+1,917
+62% +$305K 0.02% 583
2020
Q3
$338K Hold
3,102
0.01% 855
2020
Q2
$338K Sell
3,102
-1,737
-36% -$189K 0.01% 835
2020
Q1
$393K Hold
4,839
0.01% 756
2019
Q4
$664K Buy
4,839
+610
+14% +$83.7K 0.01% 740
2019
Q3
$499K Sell
4,229
-4,794
-53% -$566K 0.01% 889
2019
Q2
$1.26M Sell
9,023
-562
-6% -$78.3K 0.03% 470
2019
Q1
$1.3M Hold
9,585
0.03% 463
2018
Q4
$1.18M Sell
9,585
-783
-8% -$96.2K 0.03% 455
2018
Q3
$1.5M Sell
10,368
-4,396
-30% -$637K 0.03% 471
2018
Q2
$2.74M Buy
14,764
+313
+2% +$58.2K 0.06% 343
2018
Q1
$2.69M Buy
14,451
+771
+6% +$143K 0.05% 339
2017
Q4
$2.42M Sell
13,680
-6,623
-33% -$1.17M 0.05% 367
2017
Q3
$3.51M Sell
20,303
-1,061
-5% -$184K 0.08% 267
2017
Q2
$3.04M Hold
21,364
0.06% 301
2017
Q1
$3.03M Sell
21,364
-5,682
-21% -$805K 0.07% 298
2016
Q4
$3.58M Sell
27,046
-932
-3% -$123K 0.08% 254
2016
Q3
$3.39M Sell
27,978
-2,057
-7% -$249K 0.07% 294
2016
Q2
$3.06M Buy
30,035
+153
+0.5% +$15.6K 0.07% 284
2016
Q1
$3.32M Sell
29,882
-1,484
-5% -$165K 0.08% 253
2015
Q4
$3.85M Buy
31,366
+2,307
+8% +$283K 0.09% 226
2015
Q3
$2.51M Sell
29,059
-4,276
-13% -$369K 0.04% 384
2015
Q2
$3.74M Buy
33,335
+4,361
+15% +$490K 0.07% 266
2015
Q1
$3.21M Sell
28,974
-85
-0.3% -$9.42K 0.06% 318
2014
Q4
$2.85M Hold
29,059
0.05% 369
2014
Q3
$2.51M Buy
29,059
+2,711
+10% +$234K 0.04% 397
2014
Q2
$2.35M Sell
26,348
-17,453
-40% -$1.56M 0.04% 417
2014
Q1
$3.67M Buy
43,801
+17,039
+64% +$1.43M 0.06% 285
2013
Q4
$2.17M Buy
26,762
+4,324
+19% +$350K 0.04% 472
2013
Q3
$1.61M Buy
+22,438
New +$1.61M 0.03% 576