Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$57.7K Buy
+72
New +$57.7K 0.01% 127
2024
Q4
Sell
-382
Closed -$318K 111
2024
Q3
$318K Buy
382
+18
+5% +$15K 0.03% 98
2024
Q2
$372K Buy
+364
New +$372K 0.04% 92
2022
Q2
Sell
-1,200
Closed -$802K 254
2022
Q1
$802K Buy
+1,200
New +$802K 0.05% 96
2015
Q3
$70K Hold
800
0.03% 234
2015
Q2
$83K Sell
800
-460
-37% -$47.7K 0.03% 226
2015
Q1
$127K Sell
1,260
-340
-21% -$34.3K 0.03% 209
2014
Q4
$173K Buy
+1,600
New +$173K 0.03% 229
2013
Q4
$84K Sell
897
-59
-6% -$5.53K 0.01% 648
2013
Q3
$94K Hold
956
0.01% 669
2013
Q2
$76K Buy
+956
New +$76K 0.01% 691