Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-3,231
Closed -$39.6K 273
2023
Q3
$39.6K Sell
3,231
-2,067
-39% -$25.3K ﹤0.01% 159
2023
Q2
$97.4K Sell
5,298
-1,785
-25% -$32.8K ﹤0.01% 127
2023
Q1
$115K Buy
7,083
+351
+5% +$5.72K ﹤0.01% 120
2022
Q4
$104K Buy
+6,732
New +$104K ﹤0.01% 148