Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-16,781
Closed -$86.3K 1931
2024
Q4
$86.3K Hold
16,781
﹤0.01% 757
2024
Q3
$103K Hold
16,781
﹤0.01% 723
2024
Q2
$132K Hold
16,781
﹤0.01% 887
2024
Q1
$137K Sell
16,781
-14,677
-47% -$120K ﹤0.01% 964
2023
Q4
$218K Buy
+31,458
New +$218K ﹤0.01% 1066
2017
Q2
Sell
-100
Closed -$1 2121
2017
Q1
$1 Buy
+100
New +$1 ﹤0.01% 1609
2016
Q2
Sell
-925
Closed -$13K 2603
2016
Q1
$13K Sell
925
-5,747
-86% -$80.8K ﹤0.01% 1413
2015
Q4
$78K Buy
+6,672
New +$78K ﹤0.01% 1081