Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-13,648
Closed -$237K 326
2024
Q3
$237K Buy
+13,648
New +$237K 0.15% 240
2024
Q1
Sell
-21,467
Closed -$388K 425
2023
Q4
$388K Buy
+21,467
New +$388K 0.3% 106