Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.15K Hold
88
﹤0.01% 400
2025
Q1
$2.44K Hold
88
﹤0.01% 397
2024
Q4
$2.87K Hold
88
﹤0.01% 406
2024
Q3
$3.16K Buy
+88
New +$3.16K ﹤0.01% 422
2015
Q3
Sell
-111,531
Closed -$1.52M 445
2015
Q2
$1.52M Buy
111,531
+22,020
+25% +$300K 0.2% 132
2015
Q1
$1.27M Buy
89,511
+1,431
+2% +$20.3K 0.16% 145
2014
Q4
$1.61M Buy
88,080
+11,010
+14% +$201K 0.21% 118
2014
Q3
$1.24M Buy
77,070
+11,010
+17% +$177K 0.18% 117
2014
Q2
$1.01M Buy
66,060
+22,020
+50% +$337K 0.15% 138
2014
Q1
$647K Hold
44,040
0.09% 194
2013
Q4
$560K Buy
+44,040
New +$560K 0.08% 210