Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,818
Closed -$278K 955
2024
Q1
$278K Buy
+8,818
New +$278K 0.06% 552
2023
Q4
Sell
-10,179
Closed -$283K 900
2023
Q3
$283K Buy
+10,179
New +$283K 0.08% 469
2019
Q1
Sell
-8,745
Closed -$601K 610
2018
Q4
$601K Buy
+8,745
New +$601K 0.32% 59
2017
Q3
Sell
-10,200
Closed -$426K 799
2017
Q2
$426K Buy
+10,200
New +$426K 0.15% 279