Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,828
Closed -$379K 1169
2024
Q2
$379K Sell
3,828
-4,125
-52% -$408K 0.01% 309
2024
Q1
$736K Buy
+7,953
New +$736K 0.02% 274