Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-15,674
Closed -$255K 286
2024
Q3
$255K Buy
+15,674
New +$255K 0.08% 219
2022
Q2
$125K Buy
+13,324
New +$125K 0.03% 371