Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,208
Closed -$249K 492
2024
Q2
$249K Buy
+4,208
New +$249K 0.18% 211
2023
Q3
Sell
-4,368
Closed -$297K 413
2023
Q2
$297K Buy
4,368
+863
+25% +$58.6K 0.29% 120
2023
Q1
$259K Buy
+3,505
New +$259K 0.3% 112
2022
Q2
Sell
-3,145
Closed -$369K 367
2022
Q1
$369K Buy
+3,145
New +$369K 0.11% 173
2020
Q4
Sell
-726
Closed -$341K 361
2020
Q3
$341K Buy
+726
New +$341K 0.17% 131