Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$759K Buy
48,374
+7,998
+20% +$125K 0.03% 568
2023
Q2
$601K Buy
40,376
+25,206
+166% +$375K 0.03% 544
2023
Q1
$234K Buy
+15,170
New +$234K 0.01% 856