Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$413K Buy
50,475
+24,180
+92% +$198K ﹤0.01% 2057
2023
Q4
$183K Sell
26,295
-9,426
-26% -$65.7K ﹤0.01% 2559
2023
Q3
$298K Sell
35,721
-27,259
-43% -$227K ﹤0.01% 2160
2023
Q2
$425K Buy
62,980
+10,908
+21% +$73.5K ﹤0.01% 1831
2023
Q1
$367K Sell
52,072
-9,500
-15% -$67K ﹤0.01% 1904
2022
Q4
$439K Buy
61,572
+39,572
+180% +$282K ﹤0.01% 1735
2022
Q3
$136K Buy
+22,000
New +$136K ﹤0.01% 1924