Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
0
703
2023
Q4
Hold
0
694
2016
Q1
Sell
-9,774
Closed -$206K 515
2015
Q4
$206K Sell
9,774
-2,627
-21% -$55.4K 0.01% 393
2015
Q3
$260K Hold
12,401
0.02% 387
2015
Q2
$301K Hold
12,401
0.01% 404
2015
Q1
$318K Hold
12,401
0.02% 392
2014
Q4
$330K Hold
12,401
0.02% 390
2014
Q3
$367K Hold
12,401
0.02% 380
2014
Q2
$419K Buy
+12,401
New +$419K 0.02% 340