Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-16,678
Closed -$138K 574
2023
Q3
$138K Buy
+16,678
New +$138K ﹤0.01% 431
2023
Q2
Sell
-19,579
Closed -$138K 659
2023
Q1
$138K Buy
19,579
+1,513
+8% +$10.7K ﹤0.01% 548
2022
Q4
$129K Buy
+18,066
New +$129K ﹤0.01% 593