Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-921
Closed -$6.62K 2029
2023
Q3
$6.62K Buy
+921
New +$6.62K ﹤0.01% 1439
2023
Q2
Sell
-12,064
Closed -$140K 1982
2023
Q1
$140K Buy
+12,064
New +$140K 0.01% 998
2021
Q3
Sell
-252
Closed -$20K 1930
2021
Q2
$20K Buy
+252
New +$20K ﹤0.01% 1219