Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,870
Closed -$229K 304
2024
Q3
$229K Buy
+7,870
New +$229K 0.15% 247
2024
Q1
Sell
-15,492
Closed -$536K 403
2023
Q4
$536K Buy
+15,492
New +$536K 0.42% 50