Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,100
Closed -$162K 277
2023
Q4
$162K Sell
13,100
-10,900
-45% -$135K 0.03% 144
2023
Q3
$357K Buy
+24,000
New +$357K 0.01% 349
2022
Q4
Sell
-25,536
Closed -$129K 742
2022
Q3
$129K Buy
+25,536
New +$129K ﹤0.01% 625