Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Hold
0
777
2024
Q1
Hold
0
752
2023
Q4
Hold
0
751
2019
Q3
Sell
-1,200
Closed -$136K 688
2019
Q2
$136K Buy
+1,200
New +$136K 0.01% 413
2015
Q3
Sell
-8,131
Closed -$392K 631
2015
Q2
$392K Hold
8,131
0.02% 361
2015
Q1
$376K Hold
8,131
0.02% 366
2014
Q4
$350K Hold
8,131
0.02% 380
2014
Q3
$300K Hold
8,131
0.01% 410
2014
Q2
$262K Hold
8,131
0.01% 417
2014
Q1
$235K Hold
8,131
0.01% 386
2013
Q4
$266K Buy
+8,131
New +$266K 0.01% 373