Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-11,155
Closed -$128K 2028
2024
Q1
$128K Sell
11,155
-3,647
-25% -$41.9K ﹤0.01% 1857
2023
Q4
$251K Buy
+14,802
New +$251K ﹤0.01% 1617
2022
Q2
Sell
-15,487
Closed -$557K 1837
2022
Q1
$557K Buy
+15,487
New +$557K 0.01% 1005