Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,960
Closed -$352K 268
2024
Q1
$352K Buy
+7,960
New +$352K 0.08% 197
2022
Q3
Sell
-5,805
Closed -$217K 122
2022
Q2
$217K Sell
5,805
-6,720
-54% -$251K 0.08% 129
2022
Q1
$621K Buy
12,525
+8,101
+183% +$402K 0.24% 73
2021
Q4
$228K Buy
+4,424
New +$228K 0.09% 131