Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$982K Buy
+6,986
New +$982K ﹤0.01% 1477
2023
Q3
Sell
-3,466
Closed -$295K 2770
2023
Q2
$295K Buy
+3,466
New +$295K ﹤0.01% 2098
2020
Q3
Sell
-475
Closed -$23K 2588
2020
Q2
$23K Buy
+475
New +$23K ﹤0.01% 2323