Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.21K Sell
508
-15
-3% -$272 ﹤0.01% 1383
2025
Q1
$7.5K Sell
523
-23
-4% -$330 ﹤0.01% 1421
2024
Q4
$12.4K Buy
546
+211
+63% +$4.8K ﹤0.01% 1397
2024
Q3
$9.97K Buy
+335
New +$9.97K ﹤0.01% 1407
2017
Q1
Sell
-1,280
Closed -$58K 1691
2016
Q4
$58K Buy
1,280
+80
+7% +$3.63K ﹤0.01% 1662
2016
Q3
$43K Sell
1,200
-110
-8% -$3.94K ﹤0.01% 1715
2016
Q2
$43K Sell
1,310
-40
-3% -$1.31K ﹤0.01% 1710
2016
Q1
$96K Sell
1,350
-350
-21% -$24.9K ﹤0.01% 1465
2015
Q4
$96K Sell
1,700
-704
-29% -$39.8K ﹤0.01% 1563
2015
Q3
$154K Sell
2,404
-1,665
-41% -$107K ﹤0.01% 1432
2015
Q2
$352K Sell
4,069
-6,614
-62% -$572K ﹤0.01% 1232
2015
Q1
$983K Sell
10,683
-789
-7% -$72.6K 0.01% 870
2014
Q4
$984K Sell
11,472
-162
-1% -$13.9K 0.01% 852
2014
Q3
$598K Buy
11,634
+268
+2% +$13.8K 0.01% 968
2014
Q2
$647K Buy
11,366
+7,462
+191% +$425K 0.01% 953
2014
Q1
$161K Buy
3,904
+2,404
+160% +$99.1K ﹤0.01% 1306
2013
Q4
$79K Buy
1,500
+610
+69% +$32.1K ﹤0.01% 1493
2013
Q3
$43K Hold
890
﹤0.01% 1634
2013
Q2
$34K Buy
+890
New +$34K ﹤0.01% 1632