Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,023
Closed -$14K 385
2024
Q2
$14K Hold
1,023
﹤0.01% 421
2024
Q1
$14.3K Sell
1,023
-166
-14% -$2.33K ﹤0.01% 742
2023
Q4
$16K Buy
+1,189
New +$16K ﹤0.01% 762