Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,000
Closed -$158K 319
2024
Q2
$158K Hold
2,000
0.01% 87
2024
Q1
$168K Buy
+2,000
New +$168K 0.01% 82
2023
Q4
Sell
-2,500
Closed -$198K 265
2023
Q3
$198K Buy
2,500
+2,165
+646% +$172K 0.01% 95
2023
Q2
$28K Sell
335
-30
-8% -$2.51K ﹤0.01% 250
2023
Q1
$31.2K Buy
+365
New +$31.2K ﹤0.01% 255
2022
Q4
Sell
-454
Closed -$30K 485
2022
Q3
$30K Sell
454
-47
-9% -$3.11K ﹤0.01% 314
2022
Q2
$36K Buy
+501
New +$36K ﹤0.01% 279
2021
Q1
Sell
-574
Closed -$56K 464
2020
Q4
$56K Buy
+574
New +$56K ﹤0.01% 247
2020
Q2
Sell
-244
Closed -$13K 403
2020
Q1
$13K Buy
+244
New +$13K ﹤0.01% 266
2019
Q1
Sell
-118
Closed -$7K 307
2018
Q4
$7K Buy
+118
New +$7K ﹤0.01% 221