Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-324
Closed -$923 1214
2023
Q4
$923 Sell
324
-1,832
-85% -$5.22K ﹤0.01% 967
2023
Q3
$6.9K Sell
2,156
-1,282
-37% -$4.1K ﹤0.01% 892
2023
Q2
$10.1K Sell
3,438
-1,474
-30% -$4.33K ﹤0.01% 921
2023
Q1
$14.5K Sell
4,912
-15,509
-76% -$45.8K ﹤0.01% 870
2022
Q4
$116K Buy
+20,421
New +$116K ﹤0.01% 801
2022
Q2
Sell
-21,495
Closed -$125K 1273
2022
Q1
$125K Sell
21,495
-634
-3% -$3.69K ﹤0.01% 1119
2021
Q4
$200K Sell
22,129
-1,414
-6% -$12.8K ﹤0.01% 1179
2021
Q3
$408K Buy
+23,543
New +$408K ﹤0.01% 1045
2021
Q2
Sell
-25,085
Closed -$810K 1087
2021
Q1
$810K Buy
+25,085
New +$810K ﹤0.01% 872