Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,500
Closed -$376K 773
2024
Q3
$376K Buy
+2,500
New +$376K 0.02% 419
2024
Q2
Hold
0
695
2023
Q2
Sell
-2,000
Closed -$309K 689
2023
Q1
$309K Buy
2,000
+1,000
+100% +$154K 0.02% 365
2022
Q4
$132K Sell
1,000
-4,000
-80% -$527K 0.01% 526
2022
Q3
$535K Buy
+5,000
New +$535K 0.03% 379
2022
Q2
Hold
0
928
2022
Q1
Hold
0
1005
2021
Q4
Hold
0
1056
2021
Q3
Hold
0
1029
2021
Q2
Hold
0
917
2021
Q1
Hold
0
811