Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-12,000
Closed -$83.4K 746
2023
Q4
$83.4K Sell
12,000
-3,469
-22% -$24.1K 0.01% 677
2023
Q3
$91.3K Buy
+15,469
New +$91.3K 0.01% 644