Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,700
Closed -$71.5K 1853
2022
Q4
$71.5K Sell
11,700
-5,700
-33% -$34.8K ﹤0.01% 1705
2022
Q3
$142K Hold
17,400
﹤0.01% 1591
2022
Q2
$124K Buy
17,400
+300
+2% +$2.14K ﹤0.01% 1480
2022
Q1
$257K Buy
+17,100
New +$257K ﹤0.01% 1406