Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
0
678
2023
Q4
Hold
0
668
2023
Q3
Hold
0
672
2023
Q2
Hold
0
693
2023
Q1
Sell
-35,000
Closed -$40.6K 683
2022
Q4
$40.6K Sell
35,000
-14,502
-29% -$16.8K ﹤0.01% 561
2022
Q3
$154K Buy
49,502
+9,000
+22% +$28K 0.01% 575
2022
Q2
$191K Buy
40,502
+1,243
+3% +$5.86K 0.01% 639
2022
Q1
$340K Buy
+39,259
New +$340K 0.01% 568
2021
Q4
Hold
0
1059
2021
Q3
Hold
0
1033