Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
858
2025
Q1
Hold
0
801
2024
Q4
Hold
0
805
2021
Q1
Hold
0
824
2020
Q4
Hold
0
688
2020
Q2
Sell
-49,552
Closed -$3.26M 507
2020
Q1
$3.26M Buy
+49,552
New +$3.26M 0.26% 69
2019
Q3
Sell
-1,900
Closed -$159K 641
2019
Q2
$159K Buy
+1,900
New +$159K 0.01% 380