Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-791
Closed -$653K 113
2024
Q1
$653K Buy
791
+112
+16% +$92.4K 0.2% 66
2023
Q4
$547K Buy
+679
New +$547K 0.19% 64