Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,128
Closed -$229K 945
2024
Q3
$229K Buy
+2,128
New +$229K 0.01% 794
2024
Q1
Sell
-2,300
Closed -$201K 935
2023
Q4
$201K Buy
+2,300
New +$201K 0.01% 781