Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,210
Closed -$466K 1450
2024
Q4
$466K Buy
3,210
+355
+12% +$51.6K ﹤0.01% 1037
2024
Q3
$618K Buy
2,855
+380
+15% +$82.3K 0.01% 933
2024
Q2
$388K Sell
2,475
-780
-24% -$122K ﹤0.01% 1079
2024
Q1
$418K Buy
+3,255
New +$418K ﹤0.01% 1050
2023
Q2
Sell
-14,486
Closed -$1.96M 1376
2023
Q1
$1.96M Sell
14,486
-375
-3% -$50.8K 0.02% 471
2022
Q4
$1.62M Buy
+14,861
New +$1.62M 0.02% 500
2017
Q3
Sell
-6,804
Closed -$331K 1744
2017
Q2
$331K Buy
6,804
+6,504
+2,168% +$316K 0.01% 747
2017
Q1
$9K Hold
300
﹤0.01% 2065
2016
Q4
$10K Buy
+300
New +$10K ﹤0.01% 2121