Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-142,648
Closed -$1.43M 1668
2024
Q1
$1.43M Sell
142,648
-48,138
-25% -$481K 0.08% 384
2023
Q4
$2.36M Buy
+190,786
New +$2.36M 0.14% 217
2022
Q4
Sell
-5,575
Closed -$28K 1874
2022
Q3
$28K Sell
5,575
-966
-15% -$4.85K ﹤0.01% 1325
2022
Q2
$28K Buy
+6,541
New +$28K ﹤0.01% 1413