Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,466
Closed -$337K 1032
2024
Q3
$337K Sell
2,466
-5,717
-70% -$782K 0.04% 679
2024
Q2
$836K Buy
8,183
+402
+5% +$41.1K 0.14% 263
2024
Q1
$690K Buy
+7,781
New +$690K 0.15% 253
2023
Q4
Sell
-5,131
Closed -$402K 792
2023
Q3
$402K Buy
+5,131
New +$402K 0.21% 188