Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,249
Closed -$472K 329
2024
Q3
$472K Buy
+7,249
New +$472K 0.31% 95
2023
Q4
Sell
-4,303
Closed -$254K 373
2023
Q3
$254K Buy
+4,303
New +$254K 0.25% 183
2020
Q4
Sell
-24,056
Closed -$538K 249
2020
Q3
$538K Buy
+24,056
New +$538K 0.27% 55