Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-51,981
Closed -$366K 1764
2023
Q1
$366K Buy
51,981
+27,450
+112% +$194K 0.01% 1180
2022
Q4
$175K Hold
24,531
﹤0.01% 1465
2022
Q3
$152K Sell
24,531
-1,941
-7% -$12K ﹤0.01% 1181
2022
Q2
$188K Buy
+26,472
New +$188K ﹤0.01% 1254