Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-17,231
Closed -$198K 774
2024
Q2
$198K Buy
17,231
+5,409
+46% +$62.2K 0.04% 674
2024
Q1
$106K Buy
+11,822
New +$106K 0.02% 700
2021
Q4
Sell
-13,796
Closed -$109K 455
2021
Q3
$109K Buy
+13,796
New +$109K 0.07% 425