Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$209K Buy
+1,250
New +$209K ﹤0.01% 2196
2013
Q3
Sell
-12,500
Closed -$202K 467
2013
Q2
$202K Buy
+12,500
New +$202K 0.04% 358