Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,484
Closed -$236K 286
2023
Q3
$236K Buy
+5,484
New +$236K ﹤0.01% 251
2023
Q2
Hold
0
310
2023
Q1
Hold
0
273
2021
Q3
Hold
0
571
2021
Q2
Hold
0
702
2020
Q4
Hold
0
551
2020
Q3
Hold
0
397
2018
Q2
Sell
-53,400
Closed -$680K 72
2018
Q1
$680K Buy
+53,400
New +$680K 0.36% 46