Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-30,674
Closed -$139K 252
2024
Q3
$139K Buy
30,674
+3,668
+14% +$16.7K 0.08% 167
2024
Q2
$115K Buy
+27,006
New +$115K 0.07% 153