Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-9,254
Closed -$453K 1988
2024
Q1
$453K Buy
9,254
+4,021
+77% +$197K 0.01% 1241
2023
Q4
$253K Buy
+5,233
New +$253K 0.01% 1544