Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-175
Closed -$18.3K 403
2023
Q1
$18.3K Sell
175
-10
-5% -$1.05K ﹤0.01% 316
2022
Q4
$20.5K Buy
+185
New +$20.5K ﹤0.01% 346
2021
Q4
Sell
-58
Closed -$7K 623
2021
Q3
$7K Sell
58
-2
-3% -$241 ﹤0.01% 489
2021
Q2
$7K Sell
60
-6
-9% -$700 ﹤0.01% 575
2021
Q1
$7K Buy
+66
New +$7K ﹤0.01% 423