Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,000
Closed -$238K 1867
2021
Q4
$238K Buy
18,000
+5,645
+46% +$74.6K ﹤0.01% 1987
2021
Q3
$248K Buy
+12,355
New +$248K ﹤0.01% 1954