Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,531
Closed -$248K 7
2024
Q1
$248K Buy
+2,531
New +$248K 0.02% 547
2022
Q2
Sell
-11,100
Closed -$853K 577
2022
Q1
$853K Buy
+11,100
New +$853K 0.09% 366