Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-38,071
Closed -$1.47M 1137
2024
Q2
$1.47M Buy
+38,071
New +$1.47M 0.17% 208
2023
Q1
Sell
-22,526
Closed -$792K 1267
2022
Q4
$792K Buy
+22,526
New +$792K 0.08% 418
2021
Q4
Sell
-5,872
Closed -$280K 1268
2021
Q3
$280K Buy
+5,872
New +$280K 0.03% 783
2017
Q3
Sell
-5,384
Closed -$290K 1172
2017
Q2
$290K Buy
+5,384
New +$290K 0.05% 717
2017
Q1
Sell
-8,342
Closed -$402K 1070
2016
Q4
$402K Buy
+8,342
New +$402K 0.11% 363
2016
Q1
Sell
-4,755
Closed -$240K 1018
2015
Q4
$240K Buy
+4,755
New +$240K 0.07% 617
2013
Q4
Sell
-7,156
Closed -$449K 595
2013
Q3
$449K Buy
+7,156
New +$449K 0.36% 46