Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,357
Closed -$43K 2770
2024
Q3
$43K Sell
4,357
-253
-5% -$2.5K ﹤0.01% 1951
2024
Q2
$71K Buy
+4,610
New +$71K ﹤0.01% 1625
2023
Q2
Sell
-7,832
Closed -$226K 2820
2023
Q1
$226K Buy
+7,832
New +$226K ﹤0.01% 1709
2021
Q4
Sell
-5,198
Closed -$233K 3508
2021
Q3
$233K Sell
5,198
-1,272
-20% -$57K ﹤0.01% 2330
2021
Q2
$301K Buy
+6,470
New +$301K ﹤0.01% 2041