| Summary | |
|---|---|
| Sector | Technology |
| Instrument | |
| Size | Mixed |
| Style | Growth |
| Total Shares | 350 |
| Unrestricted Shares | 150 |
| Endowment Shares | 200 |
| Unrestricted Market Value | $1,401.00 |
| Endowment Market Value | $1,868.00 |
| Total Market Value | $3,269.00 |
| Portfolio Weight | 0.46% |
| Sector Weight | 3.38% |
| Performance | |
|---|---|
| Dollar Gain | $427.00 |
| Total Percent Gain | 15.02% |
| Annualized Return | 90.93% |
| CAPM | 21.11% |
| Purchase History | |
|---|---|
| Purchase Date | 3/31/2025 |
| Purchase Price | $8.12 |
| Cost Basis | $2,842.00 |
| Years owned | 0.22 |
| Comissions | $0.00 |