Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-9,336
Closed -$319K 273
2024
Q3
$319K Sell
9,336
-116
-1% -$3.97K 0.17% 183
2024
Q2
$366K Buy
+9,452
New +$366K 0.21% 143