Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-1,168
Closed -$59K 169
2023
Q4
$59K Buy
+1,168
New +$59K 0.02% 187
2023
Q3
Sell
-1,163
Closed -$60.2K 151
2023
Q2
$60.2K Buy
+1,163
New +$60.2K 0.02% 173
2022
Q4
Sell
-456
Closed -$18K 142
2022
Q3
$18K Sell
456
-170
-27% -$6.71K 0.01% 235
2022
Q2
$27K Sell
626
-170
-21% -$7.33K 0.01% 204
2022
Q1
$44K Buy
796
+62
+8% +$3.43K 0.01% 187
2021
Q4
$46K Buy
734
+3
+0.4% +$188 0.01% 174
2021
Q3
$40K Buy
+731
New +$40K 0.01% 175