Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,558
Closed -$198K 2135
2023
Q4
$198K Buy
+2,558
New +$198K ﹤0.01% 1798
2023
Q2
Hold
0
-$68.8K 2158
2023
Q1
Sell
-954
Closed -$171K 1965
2022
Q4
$171K Sell
954
-3,348
-78% -$598K ﹤0.01% 1799
2022
Q3
$1.15M Buy
+4,302
New +$1.15M 0.01% 1225
2022
Q2
Sell
-2,539
Closed -$559K 2235
2022
Q1
$559K Buy
2,539
+1,390
+121% +$306K ﹤0.01% 1524
2021
Q4
$436K Sell
1,149
-131
-10% -$49.7K ﹤0.01% 1555
2021
Q3
$611K Buy
+1,280
New +$611K ﹤0.01% 1476