Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,146
Closed -$271K 417
2024
Q3
$271K Sell
16,146
-10,366
-39% -$174K 0.18% 207
2024
Q2
$401K Buy
26,512
+15,460
+140% +$234K 0.3% 98
2024
Q1
$177K Buy
+11,052
New +$177K 0.12% 321