Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$866K Buy
71,044
+7,578
+12% +$92.4K ﹤0.01% 1562
2023
Q4
$1.01M Buy
63,466
+13,273
+26% +$211K 0.01% 1372
2023
Q3
$673K Buy
50,193
+2,621
+6% +$35.1K ﹤0.01% 1556
2023
Q2
$638K Sell
47,572
-9,687
-17% -$130K ﹤0.01% 1561
2023
Q1
$904K Buy
57,259
+4,962
+9% +$78.3K 0.01% 1303
2022
Q4
$887K Buy
52,297
+28,508
+120% +$484K 0.01% 1253
2022
Q3
$317K Buy
23,789
+2,313
+11% +$30.8K ﹤0.01% 1567
2022
Q2
$314K Sell
21,476
-2,941
-12% -$43K ﹤0.01% 1593
2022
Q1
$488K Buy
24,417
+13,600
+126% +$272K 0.01% 1314
2021
Q4
$152K Sell
10,817
-4,588
-30% -$64.5K ﹤0.01% 1926
2021
Q3
$215K Buy
15,405
+2,267
+17% +$31.6K ﹤0.01% 1753
2021
Q2
$300K Buy
+13,138
New +$300K ﹤0.01% 1501
2020
Q3
Sell
-1,325
Closed -$14K 2940
2020
Q2
$14K Buy
+1,325
New +$14K ﹤0.01% 2586