Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$961K Buy
2,537
+75
+3% +$28.4K ﹤0.01% 1490
2023
Q4
$797K Sell
2,462
-116
-4% -$37.6K ﹤0.01% 1524
2023
Q3
$809K Buy
2,578
+1,025
+66% +$322K 0.01% 1421
2023
Q2
$529K Buy
1,553
+248
+19% +$84.5K ﹤0.01% 1669
2023
Q1
$387K Buy
1,305
+15
+1% +$4.44K ﹤0.01% 1868
2022
Q4
$388K Buy
1,290
+389
+43% +$117K ﹤0.01% 1822
2022
Q3
$235K Sell
901
-42
-4% -$11K ﹤0.01% 1753
2022
Q2
$266K Buy
943
+51
+6% +$14.4K ﹤0.01% 1682
2022
Q1
$269K Hold
892
﹤0.01% 1695
2021
Q4
$240K Buy
892
+13
+1% +$3.5K ﹤0.01% 1747
2021
Q3
$230K Buy
879
+23
+3% +$6.02K ﹤0.01% 1709
2021
Q2
$218K Buy
+856
New +$218K ﹤0.01% 1716
2020
Q3
Sell
-430
Closed -$93K 1470
2020
Q2
$93K Buy
+430
New +$93K ﹤0.01% 1550