Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$349K Buy
+9,965
New +$349K ﹤0.01% 1837
2022
Q2
Sell
-4,714
Closed -$213K 1359
2022
Q1
$213K Hold
4,714
﹤0.01% 1282
2021
Q4
$200K Sell
4,714
-964
-17% -$40.9K ﹤0.01% 1332
2021
Q3
$222K Buy
+5,678
New +$222K ﹤0.01% 1260