Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-60,330
Closed -$266K 1321
2024
Q2
$266K Buy
+60,330
New +$266K 0.03% 712
2024
Q1
Sell
-14,431
Closed -$108K 1400
2023
Q4
$108K Buy
+14,431
New +$108K 0.01% 938