Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-17,534
Closed -$18.2K 2510
2023
Q4
$18.2K Sell
17,534
-9,451
-35% -$9.83K ﹤0.01% 1371
2023
Q3
$267K Buy
26,985
+18,355
+213% +$181K 0.05% 811
2023
Q2
$217K Sell
8,630
-16,559
-66% -$417K 0.04% 949
2023
Q1
$332K Buy
+25,189
New +$332K 0.07% 574
2022
Q4
Sell
-22,918
Closed -$435K 1632
2022
Q3
$435K Buy
+22,918
New +$435K 0.11% 298