Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-280
Closed -$20.5K 373
2023
Q1
$20.5K Sell
280
-14
-5% -$1.02K ﹤0.01% 308
2022
Q4
$19.4K Buy
+294
New +$19.4K ﹤0.01% 355
2021
Q1
Sell
-1,682
Closed -$97K 502
2020
Q4
$97K Sell
1,682
-9,111
-84% -$525K ﹤0.01% 209
2020
Q3
$614K Buy
+10,793
New +$614K 0.01% 99