Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-780
Closed -$27.8K 449
2023
Q1
$27.8K Hold
780
0.01% 621
2022
Q4
$27.4K Hold
780
0.01% 479
2022
Q3
$24K Sell
780
-2
-0.3% -$62 0.01% 508
2022
Q2
$40K Sell
782
-396
-34% -$20.3K 0.02% 395
2022
Q1
$65K Hold
1,178
0.03% 319
2021
Q4
$65K Sell
1,178
-105
-8% -$5.79K 0.03% 334
2021
Q3
$61K Hold
1,283
0.04% 294
2021
Q2
$64K Buy
1,283
+1
+0.1% +$50 0.04% 296
2021
Q1
$57K Buy
1,282
+182
+17% +$8.09K 0.05% 292
2020
Q4
$51K Buy
+1,100
New +$51K 0.05% 289