Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,500
Closed -$360K 99
2024
Q1
$360K Buy
+2,500
New +$360K 0.1% 80
2020
Q3
Hold
0
105
2020
Q2
Hold
0
92
2019
Q4
Sell
-93,000
Closed -$2.58M 91
2019
Q3
$2.58M Buy
+93,000
New +$2.58M 1.17% 14