Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-12,158
Closed -$169K 1599
2024
Q2
$169K Buy
12,158
+1,785
+17% +$24.8K 0.01% 1315
2024
Q1
$113K Buy
+10,373
New +$113K ﹤0.01% 1008
2018
Q1
Sell
-11,970
Closed -$60K 373
2017
Q4
$60K Buy
+11,970
New +$60K 0.01% 302