Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-27,880
Closed -$127K 1075
2023
Q4
$127K Sell
27,880
-13,780
-33% -$62.8K 0.01% 1054
2023
Q3
$98K Buy
41,660
+3,000
+8% +$7.06K ﹤0.01% 1032
2023
Q2
$136K Buy
38,660
+4,350
+13% +$15.3K 0.01% 1017
2023
Q1
$132K Buy
+34,310
New +$132K 0.01% 1065