Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,305
Closed -$174K 719
2022
Q2
$174K Sell
5,305
-1,923
-27% -$63.1K 0.05% 270
2022
Q1
$262K Buy
7,228
+2,235
+45% +$81K 0.08% 245
2021
Q4
$188K Buy
4,993
+3,809
+322% +$143K 0.06% 269
2021
Q3
$32K Buy
+1,184
New +$32K 0.02% 357