Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,237
Closed -$384K 861
2024
Q1
$384K Sell
7,237
-658
-8% -$34.9K 0.04% 507
2023
Q4
$444K Buy
+7,895
New +$444K 0.08% 368