Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,980
Closed -$500K 101
2023
Q2
$500K Buy
+5,980
New +$500K 0.17% 67
2021
Q1
Sell
-12
Closed -$2K 227
2020
Q4
$2K Buy
+12
New +$2K ﹤0.01% 155