Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,811
Closed -$1.12M 1001
2024
Q3
$1.12M Buy
16,811
+12,468
+287% +$830K 0.12% 237
2024
Q2
$322K Buy
+4,343
New +$322K 0.03% 493