| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Mixed |
| Style | Growth |
| Total Shares | 250 |
| Unrestricted Shares | 100 |
| Endowment Shares | 150 |
| Unrestricted Market Value | $2,642.00 |
| Endowment Market Value | $3,963.00 |
| Total Market Value | $6,605.00 |
| Portfolio Weight | 0.94% |
| Sector Weight | 6.82% |
| Performance | |
|---|---|
| Dollar Gain | $5,690.00 |
| Total Percent Gain | 621.86% |
| Annualized Return | 459.52% |
| CAPM | 16.38% |
| Purchase History | |
|---|---|
| Purchase Date | 04/25/2024 |
| Purchase Price | $3.66 |
| Cost Basis | $915.00 |
| Years owned | 1.15 |
| Comissions | $0.00 |