| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,579
| Closed | -$67.4K | – | 3892 |
|
|
2024
Q1 | $67.4K | Buy |
+14,579
| New | +$67.4K | ﹤0.01% | 3768 |
|
|
2021
Q2 | – | Sell |
-18,236
| Closed | -$92K | – | 3953 |
|
|
2021
Q1 | $92K | Buy |
18,236
+3,721
| +26% | +$18.8K | ﹤0.01% | 3748 |
|
|
2020
Q4 | $75K | Buy |
+14,515
| New | +$75K | ﹤0.01% | 3644 |
|