Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-25,618
Closed -$651K 842
2024
Q3
$651K Buy
25,618
+20,660
+417% +$525K 0.01% 363
2024
Q2
$111K Buy
+4,958
New +$111K ﹤0.01% 501