Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,740
Closed -$253K 1899
2024
Q2
$253K Sell
11,740
-19,851
-63% -$427K ﹤0.01% 1689
2024
Q1
$863K Buy
31,591
+8,737
+38% +$239K ﹤0.01% 1486
2023
Q4
$503K Buy
+22,854
New +$503K ﹤0.01% 1563
2019
Q3
Sell
-12,286
Closed -$336K 1816
2019
Q2
$336K Sell
12,286
-3,334
-21% -$91.2K ﹤0.01% 1724
2019
Q1
$294K Buy
+15,620
New +$294K ﹤0.01% 1800