Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,000
Closed -$2.23M 133
2024
Q1
$2.23M Buy
+8,000
New +$2.23M 0.57% 42
2021
Q2
Sell
-750
Closed -$159K 192
2021
Q1
$159K Hold
750
0.05% 76
2020
Q4
$164K Hold
750
0.11% 59
2020
Q3
$150K Buy
+750
New +$150K 0.08% 60
2019
Q4
Sell
-6,100
Closed -$1.05M 78
2019
Q3
$1.05M Buy
+6,100
New +$1.05M 1.53% 14
2019
Q2
Sell
-1,000
Closed -$156K 90
2019
Q1
$156K Buy
+1,000
New +$156K 0.22% 35