Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$168K Sell
12,960
-540
-4% -$7.02K ﹤0.01% 2253
2023
Q4
$182K Sell
13,500
-425
-3% -$5.74K ﹤0.01% 1663
2023
Q3
$145K Buy
13,925
+425
+3% +$4.42K ﹤0.01% 1570
2023
Q2
$208K Buy
13,500
+1,500
+13% +$23.1K ﹤0.01% 1486
2023
Q1
$122K Sell
12,000
-715
-6% -$7.28K ﹤0.01% 1544
2022
Q4
$129K Buy
+12,715
New +$129K ﹤0.01% 1493