Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,344
Closed -$349K 2044
2024
Q3
$349K Sell
7,344
-115
-2% -$5.46K ﹤0.01% 1412
2024
Q2
$342K Sell
7,459
-461
-6% -$21.2K ﹤0.01% 1418
2024
Q1
$343K Buy
7,920
+1,921
+32% +$83.2K ﹤0.01% 1464
2023
Q4
$238K Buy
+5,999
New +$238K ﹤0.01% 1655