Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,826
Closed -$113K 1998
2024
Q1
$113K Sell
13,826
-14,738
-52% -$121K ﹤0.01% 1729
2023
Q4
$227K Buy
+28,564
New +$227K 0.01% 1584
2019
Q4
Sell
-16,816
Closed -$71K 1662
2019
Q3
$71K Buy
+16,816
New +$71K ﹤0.01% 1323