Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-21,100
Closed -$3.02M 123
2024
Q3
$3.02M Hold
21,100
0.67% 33
2024
Q2
$3.45M Buy
+21,100
New +$3.45M 0.8% 27