Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,995
Closed -$104K 1098
2023
Q4
$104K Buy
+10,995
New +$104K 0.01% 941
2020
Q1
Sell
-10,997
Closed -$75K 1080
2019
Q4
$75K Buy
+10,997
New +$75K 0.01% 904