Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-19
Closed -$3K 48
2024
Q1
$3K Hold
19
0.03% 79
2023
Q4
$3K Hold
19
﹤0.01% 450
2023
Q3
$3K Hold
19
﹤0.01% 416
2023
Q2
$3K Sell
19
-4,700
-100% -$742K ﹤0.01% 395
2023
Q1
$620K Sell
4,719
-131
-3% -$17.2K 0.26% 81
2022
Q4
$688K Sell
4,850
-350
-7% -$49.6K 0.2% 94
2022
Q3
$567K Buy
+5,200
New +$567K 0.16% 105