Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,064
Closed -$234K 1911
2024
Q3
$234K Sell
7,064
-16,414
-70% -$544K ﹤0.01% 1664
2024
Q2
$1.1M Sell
23,478
-15,471
-40% -$723K 0.01% 827
2024
Q1
$1.37M Buy
38,949
+28,719
+281% +$1.01M 0.02% 711
2023
Q4
$317K Buy
+10,230
New +$317K 0.01% 1137