| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| COMPREHENSIVE FINANCIAL PLANNING INC | 10.1% | $4,429,994 | 1,258,521 | Comprehensive Financial Planning, Inc. | 31 Dec 2024 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,142,828 | $11,016,158 | +$906,753 | $9.64 | 27 |
| 2025 Q2 | 1,096,496 | $5,317,970 | -$295,962 | $4.85 | 23 |
| 2025 Q1 | 1,154,705 | $5,830,452 | +$321,857 | $5.05 | 22 |
| 2024 Q4 | 1,102,646 | $3,980,554 | +$7,649 | $3.61 | 17 |
| 2024 Q3 | 1,099,416 | $4,007,372 | +$263,450 | $3.64 | 16 |
| 2024 Q2 | 1,033,672 | $1,808,928 | -$116,740 | $1.75 | 14 |
| 2024 Q1 | 1,096,773 | $2,061,666 | -$61,701 | $1.88 | 15 |
| 2023 Q4 | 1,129,599 | $2,156,325 | -$82,542 | $1.91 | 16 |
| 2023 Q3 | 1,162,770 | $3,162,468 | -$144,929 | $2.72 | 15 |
| 2023 Q2 | 1,216,056 | $3,246,440 | +$1,478 | $2.67 | 14 |
| 2023 Q1 | 1,215,505 | $3,792,312 | -$164,039 | $3.12 | 13 |
| 2022 Q4 | 1,270,766 | $3,937,850 | +$96,219 | $3.1 | 17 |
| 2022 Q3 | 1,236,021 | $2,041,000 | -$259,418 | $1.65 | 11 |
| 2022 Q2 | 1,278,522 | $3,134,000 | +$154,452 | $2.45 | 14 |
| 2022 Q1 | 1,205,272 | $4,907,000 | -$53,047 | $4.07 | 13 |
| 2021 Q4 | 1,218,486 | $4,740,000 | -$105,929 | $3.89 | 11 |
| 2021 Q3 | 1,232,353 | $4,437,360 | -$122,279 | $3.6 | 14 |
| 2021 Q2 | 1,265,534 | $4,949,000 | +$276,848 | $3.91 | 13 |
| 2021 Q1 | 1,194,813 | $4,827,000 | +$908,256 | $4.04 | 9 |
| 2020 Q4 | 978,874 | $2,437,498 | +$307,426 | $2.49 | 13 |
| 2020 Q3 | 879,087 | $1,792,408 | +$133,639 | $2.04 | 12 |
| 2020 Q2 | 813,754 | $1,658,000 | -$306,741 | $2.03 | 12 |
| 2020 Q1 | 1,086,198 | $1,271,000 | -$134,894 | $1.17 | 12 |
| 2019 Q4 | 1,148,631 | $2,952,000 | +$38,716 | $2.57 | 16 |
| 2019 Q3 | 1,134,477 | $2,678,000 | +$1,311,924 | $2.36 | 15 |
| 2019 Q2 | 612,942 | $2,764,000 | +$544,181 | $4.51 | 13 |
| 2019 Q1 | 642,205 | $1,431,000 | -$52,669 | $2.23 | 7 |
| 2018 Q4 | 642,804 | $868,000 | -$85,657 | $1.35 | 7 |
| 2018 Q3 | 739,378 | $1,087,000 | -$518,197 | $1.47 | 8 |
| 2018 Q2 | 1,057,513 | $1,726,000 | -$55,219 | $1.62 | 8 |
| 2018 Q1 | 900 | $1,000 | +$1,000 | $1.11 | 1 |
| 2017 Q4 | 1,294,652 | $2,355,000 | -$206,849 | $1.82 | 9 |
| 2017 Q3 | 1,409,873 | $2,424,000 | -$183,701 | $1.72 | 10 |
| 2017 Q2 | 1,516,363 | $2,802,000 | +$95,169 | $1.84 | 12 |
| 2017 Q1 | 1,479,629 | $2,181,000 | -$240,741 | $1.47 | 14 |
| 2016 Q4 | 1,650,361 | $2,204,000 | +$382,701 | $1.33 | 17 |
| 2016 Q3 | 1,342,501 | $2,979,000 | +$711,088 | $2.22 | 15 |
| 2016 Q2 | 1,044,608 | $1,461,000 | +$143,371 | $1.4 | 12 |
| 2016 Q1 | 960,826 | $891,000 | +$42,056 | $0.9309 | 11 |
| 2015 Q4 | 914,747 | $910,000 | -$287,726 | $0.9958 | 10 |
| 2015 Q3 | 1,209,202 | $1,165,000 | -$201,190 | $0.9639 | 14 |
| 2015 Q2 | 1,260,353 | $2,583,483 | +$602,104 | $2.05 | 15 |
| 2015 Q1 | 965,880 | $1,245,000 | -$22,455 | $1.28 | 5 |
| 2014 Q4 | 986,672 | $1,152,000 | +$234,401 | $1.14 | 7 |
| 2014 Q3 | 809,991 | $1,039,000 | -$1,020,644 | $1.29 | 7 |
| 2014 Q2 | 1,593,531 | $1,339,000 | +$7,553 | $0.8407 | 5 |
| 2014 Q1 | 1,584,195 | $1,252,000 | +$49,992 | $0.7908 | 5 |