Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Hold
0
478
2025
Q1
Hold
0
490
2016
Q4
Sell
-26,614
Closed -$212K 610
2016
Q3
$212K Buy
+26,614
New +$212K 0.01% 255
2014
Q4
Sell
-186,418
Closed -$3.36M 622
2014
Q3
$3.36M Buy
+186,418
New +$3.36M 0.13% 108