Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$617K Sell
3,481
-178
-5% -$31.6K ﹤0.01% 1788
2023
Q4
$507K Sell
3,659
-3,102
-46% -$430K ﹤0.01% 1865
2023
Q3
$760K Buy
6,761
+286
+4% +$32.2K ﹤0.01% 1461
2023
Q2
$735K Sell
6,475
-1,874
-22% -$213K 0.01% 1454
2023
Q1
$865K Buy
8,349
+3,431
+70% +$355K 0.01% 1334
2022
Q4
$399K Buy
4,918
+105
+2% +$8.52K ﹤0.01% 1805
2022
Q3
$415K Buy
+4,813
New +$415K 0.01% 1408
2022
Q2
Sell
-2,138
Closed -$234K 2148
2022
Q1
$234K Sell
2,138
-1,475
-41% -$161K ﹤0.01% 1791
2021
Q4
$529K Buy
3,613
+145
+4% +$21.2K 0.01% 1246
2021
Q3
$353K Buy
3,468
+95
+3% +$9.67K ﹤0.01% 1428
2021
Q2
$347K Buy
+3,373
New +$347K ﹤0.01% 1401