Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-6,500
Closed -$602K 598
2024
Q1
$602K Hold
6,500
0.03% 281
2023
Q4
$502K Sell
6,500
-300
-4% -$23.2K 0.03% 284
2023
Q3
$657K Hold
6,800
0.04% 222
2023
Q2
$650K Buy
6,800
+2,300
+51% +$220K 0.04% 220
2023
Q1
$390K Buy
+4,500
New +$390K 0.03% 315
2019
Q3
Hold
0
483
2019
Q2
Hold
0
685
2018
Q4
Hold
0
413
2018
Q3
Hold
0
418