| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.62M | Buy |
20,041
+16
| +0.1% | +$3.69K | 1.67% | 17 |
|
|
2024
Q2 | $4.38M | Sell |
20,025
-127
| -0.6% | -$27.8K | 1.61% | 18 |
|
|
2024
Q1 | $3.41M | Sell |
20,152
-233
| -1% | -$39.4K | 1.35% | 18 |
|
|
2023
Q4 | $3.91M | Buy |
20,385
+2,428
| +14% | +$466K | 1.55% | 16 |
|
|
2023
Q3 | $3.15M | Buy |
17,957
+20
| +0.1% | +$3.51K | 1.46% | 18 |
|
|
2023
Q2 | $3.48M | Buy |
17,937
+9
| +0.1% | +$1.75K | 1.52% | 16 |
|
|
2023
Q1 | $3.04M | Sell |
17,928
-103
| -0.6% | -$17.5K | 1.37% | 17 |
|
|
2022
Q4 | $2.74M | Sell |
18,031
-1,017
| -5% | -$154K | 1.24% | 18 |
|
|
2022
Q3 | $2.68M | Buy |
19,048
+3
| +0% | +$421 | 1.37% | 15 |
|
|
2022
Q2 | $2.94M | Sell |
19,045
-2,815
| -13% | -$434K | 1.4% | 14 |
|
|
2022
Q1 | $3.54M | Sell |
21,860
-206
| -0.9% | -$33.3K | 1.59% | 15 |
|
|
2021
Q4 | $3.82M | Hold |
22,066
| – | – | 1.6% | 16 |
|
|
2021
Q3 | $3.65M | Buy |
+22,066
| New | +$3.65M | 1.57% | 16 |
|