Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$489K Buy
24,698
+176
+0.7% +$3.49K ﹤0.01% 1953
2023
Q4
$422K Sell
24,522
-2,627
-10% -$45.2K ﹤0.01% 2015
2023
Q3
$333K Sell
27,149
-707
-3% -$8.66K ﹤0.01% 2081
2023
Q2
$415K Sell
27,856
-733
-3% -$10.9K ﹤0.01% 1856
2023
Q1
$314K Sell
28,589
-1,049
-4% -$11.5K ﹤0.01% 2027
2022
Q4
$272K Buy
+29,638
New +$272K ﹤0.01% 2066