Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-22,640
Closed -$113K 397
2024
Q1
$113K Buy
+22,640
New +$113K 0.07% 336
2023
Q4
Sell
-25,518
Closed -$151K 358
2023
Q3
$151K Buy
+25,518
New +$151K 0.15% 283