Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$633K Buy
13,447
+1,080
+9% +$50.8K 0.03% 358
2025
Q1
$537K Buy
12,367
+5,894
+91% +$256K 0.03% 351
2024
Q4
$288K Buy
+6,473
New +$288K 0.01% 487
2016
Q4
Sell
-58,124
Closed -$2.23M 554
2016
Q3
$2.23M Buy
+58,124
New +$2.23M 0.11% 115
2016
Q2
Hold
0
528
2015
Q3
Sell
-13,016
Closed -$595K 607
2015
Q2
$595K Sell
13,016
-10,400
-44% -$475K 0.03% 300
2015
Q1
$865K Buy
+23,416
New +$865K 0.04% 239