Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-4,425
Closed -$1.01M 1432
2024
Q3
$1.01M Buy
+4,425
New +$1.01M 0.01% 576
2024
Q2
Hold
0
1435
2024
Q1
Sell
-2,600
Closed -$402K 1499
2023
Q4
$402K Buy
+2,600
New +$402K ﹤0.01% 923
2023
Q3
Hold
0
1393
2023
Q2
Hold
0
1426