Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$248K Sell
1,308
-95
-7% -$18K ﹤0.01% 2425
2023
Q4
$251K Sell
1,403
-29
-2% -$5.19K ﹤0.01% 2366
2023
Q3
$231K Buy
+1,432
New +$231K ﹤0.01% 2333
2023
Q2
Sell
-1,978
Closed -$288K 2631
2023
Q1
$288K Hold
1,978
﹤0.01% 2081
2022
Q4
$284K Buy
+1,978
New +$284K ﹤0.01% 2037
2020
Q3
Sell
-785
Closed -$109K 1816
2020
Q2
$109K Buy
+785
New +$109K ﹤0.01% 1452