Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,150
Closed -$216K 381
2024
Q3
$216K Buy
+20,150
New +$216K 0.14% 258
2024
Q2
Sell
-10,554
Closed -$88.9K 456
2024
Q1
$88.9K Buy
+10,554
New +$88.9K 0.06% 342