Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-44,951
Closed -$1.33M 526
2024
Q2
$1.33M Sell
44,951
-174,183
-79% -$5.14M 0.08% 174
2024
Q1
$6.27M Buy
+219,134
New +$6.27M 0.31% 81