Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,351
Closed -$1.9M 463
2024
Q2
$1.9M Hold
11,351
0.02% 317
2024
Q1
$1.81M Hold
11,351
0.02% 318
2023
Q4
$1.64M Sell
11,351
-10,034
-47% -$1.45M 0.02% 354
2023
Q3
$2.42M Hold
21,385
0.03% 326
2023
Q2
$2.32M Sell
21,385
-375
-2% -$40.6K 0.03% 362
2023
Q1
$2.19M Hold
21,760
0.03% 289
2022
Q4
$1.91M Buy
21,760
+16,326
+300% +$1.43M 0.03% 315
2022
Q3
$382K Buy
+5,434
New +$382K 0.01% 463