Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$303K Buy
9,551
+113
+1% +$3.58K ﹤0.01% 2281
2023
Q4
$321K Buy
+9,438
New +$321K ﹤0.01% 2198
2020
Q3
Sell
-503
Closed -$10K 1681
2020
Q2
$10K Buy
+503
New +$10K ﹤0.01% 2712