Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-244
Closed -$203K 153
2024
Q3
$203K Sell
244
-121
-33% -$101K 0.04% 109
2024
Q2
$212K Buy
365
+157
+75% +$91.2K 0.03% 141
2024
Q1
$201K Buy
+208
New +$201K 0.03% 141