Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-51,865
Closed -$11.9M 850
2024
Q3
$11.9M Buy
+51,865
New +$11.9M 0.62% 28
2016
Q4
Hold
0
176
2016
Q3
Hold
0
197