Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$317K Buy
5,386
+151
+3% +$8.88K ﹤0.01% 2244
2023
Q4
$282K Sell
5,235
-786
-13% -$42.4K ﹤0.01% 2287
2023
Q3
$301K Buy
6,021
+342
+6% +$17.1K ﹤0.01% 2151
2023
Q2
$292K Sell
5,679
-910
-14% -$46.8K ﹤0.01% 2106
2023
Q1
$366K Buy
6,589
+97
+1% +$5.38K ﹤0.01% 1913
2022
Q4
$344K Buy
6,492
+1,063
+20% +$56.3K ﹤0.01% 1903
2022
Q3
$233K Buy
+5,429
New +$233K ﹤0.01% 1762
2022
Q2
Sell
-5,220
Closed -$273K 2149
2022
Q1
$273K Sell
5,220
-609
-10% -$31.9K ﹤0.01% 1686
2021
Q4
$335K Buy
+5,829
New +$335K ﹤0.01% 1542
2020
Q3
Sell
-3,816
Closed -$44K 2451
2020
Q2
$44K Buy
+3,816
New +$44K ﹤0.01% 1974