Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,738
Closed -$84.5K 2632
2024
Q2
$84.5K Buy
+10,738
New +$84.5K ﹤0.01% 1194
2019
Q2
Sell
-700
Closed -$2K 2374
2019
Q1
$2K Hold
700
﹤0.01% 2070
2018
Q4
$2K Hold
700
﹤0.01% 2130
2018
Q3
$4K Hold
700
﹤0.01% 2034
2018
Q2
$5K Hold
700
﹤0.01% 2062
2018
Q1
$5K Hold
700
﹤0.01% 2066
2017
Q4
$5K Hold
700
﹤0.01% 2011
2017
Q3
$6K Hold
700
﹤0.01% 1912
2017
Q2
$5K Hold
700
﹤0.01% 1921
2017
Q1
$8K Hold
700
﹤0.01% 1768
2016
Q4
$10K Hold
700
﹤0.01% 1802
2016
Q3
$9K Hold
700
﹤0.01% 1864
2016
Q2
$11K Hold
700
﹤0.01% 1780
2016
Q1
$10K Hold
700
﹤0.01% 1864
2015
Q4
$8K Hold
700
﹤0.01% 2040
2015
Q3
$8K Sell
700
-9
-1% -$103 ﹤0.01% 2126
2015
Q2
$14K Sell
709
-424
-37% -$8.37K ﹤0.01% 1955
2015
Q1
$25K Buy
1,133
+395
+54% +$8.72K ﹤0.01% 1668
2014
Q4
$16K Sell
738
-1,966
-73% -$42.6K ﹤0.01% 1800
2014
Q3
$90K Sell
2,704
-30
-1% -$999 ﹤0.01% 1206
2014
Q2
$111K Hold
2,734
﹤0.01% 1144
2014
Q1
$91K Buy
+2,734
New +$91K ﹤0.01% 1200