Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-918
Closed -$84K 634
2023
Q2
$84K Sell
918
-88
-9% -$8.05K 0.02% 411
2023
Q1
$74K Buy
1,006
+127
+14% +$9.34K 0.02% 407
2022
Q4
$73K Buy
879
+140
+19% +$11.6K 0.02% 384
2022
Q3
$72K Buy
739
+16
+2% +$1.56K 0.02% 381
2022
Q2
$76K Buy
723
+174
+32% +$18.3K 0.02% 377
2022
Q1
$95K Buy
549
+543
+9,050% +$94K 0.03% 365
2021
Q4
$1K Buy
+6
New +$1K ﹤0.01% 688