| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 910 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 858 |
|
|
2022
Q2 | – | Sell |
-12,623
| Closed | -$546K | – | 978 |
|
|
2022
Q1 | $546K | Sell |
12,623
-1,683
| -12% | -$72.8K | 0.02% | 474 |
|
|
2021
Q4 | $658K | Buy |
14,306
+3,366
| +31% | +$155K | 0.02% | 453 |
|
|
2021
Q3 | $517K | Sell |
10,940
-16,528
| -60% | -$781K | 0.02% | 498 |
|
|
2021
Q2 | $1.33M | Buy |
+27,468
| New | +$1.33M | 0.06% | 258 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 545 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 539 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 564 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 630 |
|