Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-21,056
Closed -$74.7K 223
2024
Q2
$74.7K Buy
+21,056
New +$74.7K 0.01% 156
2023
Q2
Sell
-214,081
Closed -$644K 592
2023
Q1
$644K Buy
+214,081
New +$644K 0.01% 407