Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-159
Closed -$9K 1209
2024
Q2
$9K Sell
159
-60
-27% -$3.4K ﹤0.01% 627
2024
Q1
$14K Sell
219
-213
-49% -$13.6K ﹤0.01% 617
2023
Q4
$31K Sell
432
-277
-39% -$19.9K 0.01% 513
2023
Q3
$50K Sell
709
-2
-0.3% -$141 0.01% 454
2023
Q2
$48K Buy
711
+45
+7% +$3.04K 0.01% 466
2023
Q1
$49K Buy
666
+23
+4% +$1.69K 0.01% 465
2022
Q4
$44K Buy
643
+162
+34% +$11.1K 0.01% 429
2022
Q3
$35K Buy
481
+2
+0.4% +$146 0.01% 449
2022
Q2
$52K Sell
479
-402
-46% -$43.6K 0.02% 429
2022
Q1
$103K Buy
881
+132
+18% +$15.4K 0.03% 357
2021
Q4
$138K Buy
749
+611
+443% +$113K 0.04% 306
2021
Q3
$36K Buy
138
+38
+38% +$9.91K 0.02% 343
2021
Q2
$39K Buy
100
+44
+79% +$17.2K 0.03% 291
2021
Q1
$18K Buy
+56
New +$18K 0.01% 304