Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-800
Closed -$6.3K 716
2024
Q2
$6.3K Buy
800
+100
+14% +$787 ﹤0.01% 285
2024
Q1
$5.73K Hold
700
﹤0.01% 280
2023
Q4
$4.85K Hold
700
﹤0.01% 292
2023
Q3
$5.81K Sell
700
-200
-22% -$1.66K ﹤0.01% 280
2023
Q2
$6.06K Buy
900
+150
+20% +$1.01K ﹤0.01% 271
2023
Q1
$5.3K Buy
750
+600
+400% +$4.24K ﹤0.01% 262
2022
Q4
$1.07K Buy
+150
New +$1.07K ﹤0.01% 292