Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-81,347
Closed -$255K 1125
2024
Q1
$255K Sell
81,347
-355,169
-81% -$1.11M 0.03% 839
2023
Q4
$1.47M Buy
436,516
+425,129
+3,733% +$1.43M 0.16% 195
2023
Q3
$40K Sell
11,387
-123,230
-92% -$433K ﹤0.01% 894
2023
Q2
$462K Buy
+134,617
New +$462K 0.06% 534