Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-10,102
Closed -$69.7K 697
2024
Q2
$69.7K Buy
+10,102
New +$69.7K ﹤0.01% 520
2021
Q2
Sell
-2,756
Closed -$624K 1157
2021
Q1
$624K Buy
+2,756
New +$624K 0.02% 582
2018
Q3
Sell
-3,573
Closed -$124K 390
2018
Q2
$124K Buy
+3,573
New +$124K 0.01% 443
2014
Q4
Sell
-254
Closed -$36K 379
2014
Q3
$36K Sell
254
-2,152
-89% -$305K ﹤0.01% 298
2014
Q2
$448K Buy
+2,406
New +$448K 0.04% 306