Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-42
Closed -$28.6K 218
2023
Q1
$28.6K Hold
42
0.01% 618
2022
Q4
$22.9K Hold
42
0.01% 513
2022
Q3
$20K Buy
42
+12
+40% +$5.71K 0.01% 550
2022
Q2
$14K Hold
30
0.01% 621
2022
Q1
$20K Hold
30
0.01% 557
2021
Q4
$24K Hold
30
0.01% 530
2021
Q3
$22K Hold
30
0.01% 478
2021
Q2
$21K Hold
30
0.01% 525
2021
Q1
$19K Hold
30
0.02% 521
2020
Q4
$15K Buy
+30
New +$15K 0.01% 548