Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,220
Closed -$250K 2138
2022
Q2
$250K Buy
8,220
+1,059
+15% +$32.2K ﹤0.01% 1722
2022
Q1
$252K Buy
+7,161
New +$252K ﹤0.01% 1739