Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-19,580
Closed -$435K 1924
2024
Q2
$435K Buy
19,580
+13,493
+222% +$300K 0.01% 1351
2024
Q1
$267K Buy
6,087
+5,481
+904% +$240K ﹤0.01% 1434
2023
Q4
$47K Buy
606
+27
+5% +$2.1K ﹤0.01% 1392
2023
Q3
$49.1K Buy
+579
New +$49.1K ﹤0.01% 1280