Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,037
Closed -$1.2M 691
2024
Q1
$1.2M Buy
+13,037
New +$1.2M 0.01% 610
2021
Q3
Sell
-16,000
Closed -$3.92M 605
2021
Q2
$3.92M Buy
16,000
+12,473
+354% +$3.06M 0.03% 303
2021
Q1
$934K Buy
+3,527
New +$934K 0.01% 585