Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
0
595
2023
Q4
Hold
0
571
2020
Q3
Hold
0
531
2020
Q2
Sell
-1,408
Closed -$244K 432
2020
Q1
$244K Buy
+1,408
New +$244K 0.02% 260