Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-6,195
Closed -$295K 2930
2023
Q4
$295K Sell
6,195
-2,927
-32% -$139K ﹤0.01% 2262
2023
Q3
$407K Buy
9,122
+1,473
+19% +$65.7K ﹤0.01% 1930
2023
Q2
$400K Buy
7,649
+215
+3% +$11.2K ﹤0.01% 1884
2023
Q1
$442K Buy
7,434
+679
+10% +$40.4K ﹤0.01% 1784
2022
Q4
$332K Buy
+6,755
New +$332K ﹤0.01% 1924
2020
Q3
Sell
-171
Closed -$7K 3030
2020
Q2
$7K Buy
+171
New +$7K ﹤0.01% 2885