Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.01M Buy
35,160
+23,220
+194% +$664K 0.01% 1157
2023
Q4
$274K Buy
+11,940
New +$274K ﹤0.01% 1475
2016
Q4
Sell
-22,008
Closed -$229K 755
2016
Q3
$229K Buy
22,008
+1,993
+10% +$20.7K 0.02% 628
2016
Q2
$178K Buy
+20,015
New +$178K 0.01% 698
2015
Q2
Sell
-24,638
Closed -$235K 721
2015
Q1
$235K Buy
+24,638
New +$235K 0.02% 582