Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,501
Closed -$71.2K 591
2024
Q3
$71.2K Hold
1,501
0.02% 228
2024
Q2
$68.9K Hold
1,501
0.02% 206
2024
Q1
$65K Hold
1,501
0.02% 223
2023
Q4
$59.5K Hold
1,501
0.02% 206
2023
Q3
$50.6K Buy
+1,501
New +$50.6K 0.02% 311