Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,174
Closed -$239K 365
2024
Q2
$239K Buy
6,174
+2,029
+49% +$78.4K 0.18% 229
2024
Q1
$203K Buy
+4,145
New +$203K 0.13% 309