Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Hold
0
723
2024
Q4
Hold
0
726
2015
Q3
Sell
-21,343
Closed -$509K 585
2015
Q2
$509K Buy
21,343
+2,686
+14% +$64.1K 0.02% 320
2015
Q1
$467K Sell
18,657
-17,049
-48% -$427K 0.02% 329
2014
Q4
$883K Hold
35,706
0.04% 229
2014
Q3
$683K Hold
35,706
0.03% 267
2014
Q2
$760K Hold
35,706
0.03% 246
2014
Q1
$880K Hold
35,706
0.04% 205
2013
Q4
$848K Buy
+35,706
New +$848K 0.04% 210