Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,283
Closed -$367K 902
2024
Q1
$367K Hold
22,283
0.01% 612
2023
Q4
$335K Hold
22,283
0.01% 617
2023
Q3
$294K Buy
+22,283
New +$294K 0.01% 603