Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,326
Closed -$48.9K 385
2024
Q3
$48.9K Hold
7,326
0.04% 199
2024
Q2
$30.5K Hold
7,326
0.03% 231
2024
Q1
$33K Hold
7,326
0.03% 232
2023
Q4
$66.4K Buy
+7,326
New +$66.4K 0.06% 163