| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Mixed |
| Style | Growth |
| Total Shares | 250 |
| Unrestricted Shares | 100 |
| Endowment Shares | 150 |
| Unrestricted Market Value | $4,919.00 |
| Endowment Market Value | $7,378.50 |
| Total Market Value | $12,297.50 |
| Portfolio Weight | 1.62% |
| Sector Weight | 10.59% |
| Performance | |
|---|---|
| Dollar Gain | $11,382.50 |
| Total Percent Gain | 1243.99% |
| Annualized Return | 553.99% |
| CAPM | 16.92% |
| Purchase History | |
|---|---|
| Purchase Date | 04/25/2024 |
| Purchase Price | $3.66 |
| Cost Basis | $915.00 |
| Years owned | 1.38 |
| Comissions | $0.00 |