Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,146
Closed -$25K 3102
2024
Q1
$25K Buy
2,146
+23
+1% +$268 ﹤0.01% 2053
2023
Q4
$36K Buy
2,123
+276
+15% +$4.68K ﹤0.01% 2392
2023
Q3
$16K Buy
1,847
+230
+14% +$1.99K ﹤0.01% 2761
2023
Q2
$19K Buy
1,617
+307
+23% +$3.61K ﹤0.01% 2775
2023
Q1
$15K Buy
1,310
+68
+5% +$779 ﹤0.01% 2744
2022
Q4
$11K Buy
1,242
+73
+6% +$647 ﹤0.01% 2871
2022
Q3
$11K Buy
1,169
+398
+52% +$3.75K ﹤0.01% 2931
2022
Q2
$10K Buy
771
+132
+21% +$1.71K ﹤0.01% 2997
2022
Q1
$23K Buy
+639
New +$23K ﹤0.01% 2761