| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-66,329
| Closed | -$1.28M | – | 569 |
|
|
2023
Q4 | $1.28M | Buy |
66,329
+51,642
| +352% | +$994K | 0.07% | 149 |
|
|
2023
Q3 | $223K | Sell |
14,687
-54,881
| -79% | -$834K | 0.01% | 422 |
|
|
2023
Q2 | $1.44M | Buy |
+69,568
| New | +$1.44M | 0.09% | 133 |
|
|
2017
Q2 | – | Sell |
-10,100
| Closed | -$113K | – | 461 |
|
|
2017
Q1 | $113K | Buy |
+10,100
| New | +$113K | 0.01% | 425 |
|