Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,174
Closed -$266K 272
2024
Q3
$266K Buy
+1,174
New +$266K 0.17% 211
2024
Q2
Sell
-949
Closed -$243K 372
2024
Q1
$243K Buy
+949
New +$243K 0.16% 263
2020
Q3
Sell
-2,266
Closed -$263K 360
2020
Q2
$263K Buy
+2,266
New +$263K 0.19% 149