Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,642
Closed -$433K 725
2023
Q4
$433K Sell
3,642
-3,472
-49% -$413K 0.03% 311
2023
Q3
$829K Buy
+7,114
New +$829K 0.05% 185
2022
Q2
Hold
0
965
2022
Q1
Hold
0
1053