Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,091
Closed -$62.3K 153
2024
Q2
$62.3K Hold
1,091
0.01% 267
2024
Q1
$62.9K Buy
1,091
+274
+34% +$15.8K 0.01% 548
2023
Q4
$55.8K Buy
+817
New +$55.8K 0.01% 563