Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Hold
0
905
2021
Q4
Hold
0
990
2021
Q3
Hold
0
946
2021
Q2
Hold
0
846
2021
Q1
Sell
-1,000
Closed -$85K 716
2020
Q4
$85K Buy
+1,000
New +$85K ﹤0.01% 520