Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
788
2025
Q1
Hold
0
738
2024
Q3
Hold
0
691
2024
Q2
Hold
0
671
2024
Q1
Hold
0
648
2015
Q1
Sell
-16,600
Closed -$263K 564
2014
Q4
$263K Hold
16,600
0.01% 428
2014
Q3
$176K Hold
16,600
0.01% 494
2014
Q2
$180K Hold
16,600
0.01% 463
2014
Q1
$144K Buy
+16,600
New +$144K 0.01% 435