Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-879
Closed -$120K 431
2024
Q3
$120K Hold
879
0.04% 178
2024
Q2
$89.8K Buy
+879
New +$89.8K 0.03% 199
2023
Q4
$59.6K Buy
+652
New +$59.6K 0.03% 192