Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-19,326
Closed -$1.54M 791
2024
Q3
$1.54M Hold
19,326
0.01% 437
2024
Q2
$2.42M Hold
19,326
0.02% 367
2024
Q1
$1.62M Hold
19,326
0.01% 435
2023
Q4
$1.34M Buy
19,326
+7,573
+64% +$525K 0.01% 504
2023
Q3
$732K Buy
+11,753
New +$732K 0.01% 631