Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,125
Closed -$1.07M 266
2024
Q3
$1.07M Buy
7,125
+238
+3% +$35.8K 0.11% 99
2024
Q2
$1.09M Buy
6,887
+1,489
+28% +$235K 0.12% 94
2024
Q1
$1.07M Buy
5,398
+1,034
+24% +$205K 0.13% 94
2023
Q4
$760K Buy
4,364
+909
+26% +$158K 0.11% 104
2023
Q3
$540K Buy
+3,455
New +$540K 0.09% 126
2021
Q2
Sell
-846
Closed -$68K 507
2021
Q1
$68K Buy
+846
New +$68K 0.02% 320