Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,226
Closed -$582K 316
2024
Q3
$582K Buy
+16,226
New +$582K 0.38% 61
2024
Q1
Sell
-11,815
Closed -$356K 412
2023
Q4
$356K Buy
+11,815
New +$356K 0.28% 127
2021
Q3
Sell
-6,925
Closed -$209K 279
2021
Q2
$209K Buy
+6,925
New +$209K 0.07% 221