Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$1.6M Buy
36,892
+5,327
+17% +$231K 0.01% 1147
2023
Q4
$1.25M Buy
31,565
+1,402
+5% +$55.6K 0.01% 1239
2023
Q3
$1.02M Buy
30,163
+8,904
+42% +$300K 0.01% 1270
2023
Q2
$711K Buy
21,259
+182
+0.9% +$6.08K ﹤0.01% 1481
2023
Q1
$684K Sell
21,077
-5,082
-19% -$165K 0.01% 1476
2022
Q4
$725K Buy
+26,159
New +$725K 0.01% 1382
2020
Q3
Sell
-347
Closed -$8K 2622
2020
Q2
$8K Buy
+347
New +$8K ﹤0.01% 2822