Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.13M Hold
38,420
0.22% 127
2024
Q2
$2.13M Buy
38,420
+5,873
+18% +$326K 0.22% 127
2024
Q1
$1.67M Sell
32,547
-294
-0.9% -$15K 0.17% 177
2023
Q4
$1.49M Buy
+32,841
New +$1.49M 0.08% 178