Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-249
Closed -$14.2K 541
2024
Q2
$14.2K Sell
249
-1
-0.4% -$57 ﹤0.01% 494
2024
Q1
$14.4K Buy
+250
New +$14.4K 0.01% 493
2023
Q4
Sell
-27
Closed -$1.54K 513
2023
Q3
$1.54K Hold
27
﹤0.01% 837
2023
Q2
$2K Hold
27
﹤0.01% 795
2023
Q1
$2K Buy
27
+1
+4% +$74 ﹤0.01% 810
2022
Q4
$2K Buy
+26
New +$2K ﹤0.01% 775
2022
Q2
Sell
-18
Closed -$1K 922
2022
Q1
$1K Buy
+18
New +$1K ﹤0.01% 892