Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-6,803
Closed -$100K 1040
2021
Q4
$100K Hold
6,803
﹤0.01% 984
2021
Q3
$197K Buy
6,803
+1,687
+33% +$48.9K ﹤0.01% 950
2021
Q2
$214K Buy
+5,116
New +$214K ﹤0.01% 958