Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-34,006
Closed -$2.26M 1480
2024
Q2
$2.26M Buy
34,006
+4,646
+16% +$308K 0.08% 431
2024
Q1
$2.41M Sell
29,360
-32,499
-53% -$2.67M 0.09% 352
2023
Q4
$4.28M Buy
61,859
+14,170
+30% +$981K 0.17% 183
2023
Q3
$3.12M Buy
+47,689
New +$3.12M 0.15% 228