| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $474K | Sell |
569
-14
| -2% | -$11.7K | 0.18% | 98 |
|
|
2024
Q2 | $596K | Sell |
583
-18
| -3% | -$18.4K | 0.3% | 65 |
|
|
2024
Q1 | $583K | Sell |
601
-11
| -2% | -$10.7K | 0.32% | 62 |
|
|
2023
Q4 | $463K | Buy |
612
+142
| +30% | +$107K | 0.29% | 65 |
|
|
2023
Q3 | $277K | Sell |
470
-97
| -17% | -$57.1K | 0.2% | 116 |
|
|
2023
Q2 | $411K | Buy |
567
+55
| +11% | +$39.9K | 0.29% | 68 |
|
|
2023
Q1 | $349K | Sell |
512
-14
| -3% | -$9.53K | 0.25% | 93 |
|
|
2022
Q4 | $287K | Buy |
526
+21
| +4% | +$11.5K | 0.23% | 104 |
|
|
2022
Q3 | $210K | Buy |
505
+7
| +1% | +$2.91K | 0.2% | 117 |
|
|
2022
Q2 | $237K | Buy |
498
+22
| +5% | +$10.5K | 0.23% | 98 |
|
|
2022
Q1 | $318K | Buy |
476
+56
| +13% | +$37.4K | 0.29% | 91 |
|
|
2021
Q4 | $334K | Buy |
+420
| New | +$334K | 0.32% | 94 |
|