Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-302
Closed -$41.1K 295
2024
Q3
$41.1K Buy
302
+1
+0.3% +$136 0.03% 216
2024
Q2
$44.4K Buy
301
+1
+0.3% +$148 0.04% 202
2024
Q1
$45.8K Buy
300
+1
+0.3% +$153 0.04% 209
2023
Q4
$43K Buy
+299
New +$43K 0.04% 199