Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,809,238
Closed -$1.36M 558
2023
Q3
$1.36M Sell
1,809,238
-5,277,103
-74% -$3.98M 0.04% 246
2023
Q2
$5.17M Buy
+7,086,341
New +$5.17M 0.12% 194