Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-6,500
Closed -$538K 757
2022
Q3
$538K Buy
+6,500
New +$538K 0.03% 376
2019
Q4
Sell
-7,089
Closed -$405K 465
2019
Q3
$405K Buy
+7,089
New +$405K 0.03% 269