Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-7,593
Closed -$361K 203
2024
Q2
$361K Buy
+7,593
New +$361K 0.06% 90
2023
Q3
Sell
-8,731
Closed -$452K 206
2023
Q2
$452K Buy
+8,731
New +$452K 0.11% 84
2014
Q1
Sell
-974
Closed -$21K 357
2013
Q4
$21K Buy
+974
New +$21K 0.01% 254