Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,510
Closed -$343K 197
2024
Q3
$343K Buy
+2,510
New +$343K 0.03% 124
2022
Q1
$30K Hold
239
﹤0.01% 212
2021
Q4
$36K Hold
239
﹤0.01% 209
2021
Q3
$35K Hold
239
﹤0.01% 196
2021
Q2
$40K Buy
+239
New +$40K ﹤0.01% 178
2018
Q2
Sell
-39,136
Closed -$7.18M 442
2018
Q1
$7.18M Buy
+39,136
New +$7.18M 0.24% 89
2017
Q3
Sell
-56,344
Closed -$9.81M 461
2017
Q2
$9.81M Buy
+56,344
New +$9.81M 0.3% 87
2013
Q4
Sell
-117
Closed -$12K 420
2013
Q3
$12K Buy
117
+2
+2% +$205 ﹤0.01% 322
2013
Q2
$10K Buy
+115
New +$10K ﹤0.01% 336