Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,803
Closed -$234K 520
2024
Q2
$234K Buy
1,803
+28
+2% +$3.63K 0.02% 445
2024
Q1
$219K Buy
+1,775
New +$219K 0.02% 487