Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-8,095
Closed -$1.06M 919
2024
Q1
$1.06M Sell
8,095
-163
-2% -$21.3K 0.13% 186
2023
Q4
$1.03M Buy
8,258
+333
+4% +$41.4K 0.14% 190
2023
Q3
$836K Sell
7,925
-636
-7% -$67.1K 0.13% 208
2023
Q2
$963K Sell
8,561
-69
-0.8% -$7.76K 0.13% 206
2023
Q1
$927K Buy
8,630
+2,293
+36% +$246K 0.14% 186
2022
Q4
$703K Buy
+6,337
New +$703K 0.09% 281