Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-956
Closed -$227K 324
2024
Q3
$227K Sell
956
-621
-39% -$147K 0.15% 249
2024
Q2
$333K Buy
1,577
+679
+76% +$144K 0.25% 139
2024
Q1
$227K Buy
+898
New +$227K 0.15% 275