Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-10,506
Closed -$81.1K 264
2024
Q1
$81.1K Sell
10,506
-215
-2% -$1.66K 0.02% 275
2023
Q4
$90.9K Buy
+10,721
New +$90.9K 0.03% 281
2023
Q1
Sell
-26,635
Closed -$153K 287
2022
Q4
$153K Sell
26,635
-1,633
-6% -$9.38K 0.05% 271
2022
Q3
$134K Sell
28,268
-8,152
-22% -$38.6K 0.05% 257
2022
Q2
$185K Buy
+36,420
New +$185K 0.06% 277