Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,005
Closed -$222K 319
2024
Q3
$222K Sell
1,005
-184
-15% -$40.7K 0.14% 253
2024
Q2
$206K Buy
+1,189
New +$206K 0.15% 293
2024
Q1
Sell
-1,833
Closed -$300K 415
2023
Q4
$300K Buy
+1,833
New +$300K 0.24% 162
2020
Q2
Sell
-2,438
Closed -$259K 339
2020
Q1
$259K Sell
2,438
-533
-18% -$56.6K 0.26% 140
2019
Q4
$381K Buy
+2,971
New +$381K 0.29% 52