Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,276
Closed -$50K 384
2023
Q4
$50K Sell
5,276
-1,266
-19% -$12K 0.02% 255
2023
Q3
$58K Sell
6,542
-64
-1% -$567 0.03% 234
2023
Q2
$62K Buy
6,606
+1,377
+26% +$12.9K 0.03% 235
2023
Q1
$54K Buy
+5,229
New +$54K 0.02% 250
2022
Q1
Sell
-2,900
Closed -$92K 380
2021
Q4
$92K Buy
2,900
+1,600
+123% +$50.8K 0.02% 262
2021
Q3
$46K Hold
1,300
0.01% 331
2021
Q2
$69K Sell
1,300
-400
-24% -$21.2K ﹤0.01% 344
2021
Q1
$66K Buy
+1,700
New +$66K ﹤0.01% 312
2019
Q2
Sell
-5,677
Closed -$29K 436
2019
Q1
$29K Buy
+5,677
New +$29K ﹤0.01% 366