Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+5,342
New +$290K 0.01% 904
2018
Q2
Sell
-188
Closed -$4K 1130
2018
Q1
$4K Hold
188
﹤0.01% 1394
2017
Q4
$4K Hold
188
﹤0.01% 1389
2017
Q3
$4K Hold
188
﹤0.01% 1127
2017
Q2
$23 Hold
188
0.01% 741
2017
Q1
$4K Hold
188
﹤0.01% 997
2016
Q4
$3K Buy
+188
New +$3K ﹤0.01% 994