Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Buy
+1,418
New +$224K ﹤0.01% 1319
2025
Q1
Sell
-1,410
Closed -$203K 1438
2024
Q4
$203K Hold
1,410
﹤0.01% 1335
2024
Q3
$230K Buy
+1,410
New +$230K ﹤0.01% 1262
2016
Q4
Sell
-484
Closed -$20K 2477
2016
Q3
$20K Buy
+484
New +$20K ﹤0.01% 1853
2014
Q2
Sell
-179
Closed -$6K 2135
2014
Q1
$6K Buy
+179
New +$6K ﹤0.01% 1896