Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-625
Closed -$58K 1069
2021
Q3
$58K Sell
625
-833
-57% -$77.3K ﹤0.01% 829
2021
Q2
$212K Buy
+1,458
New +$212K 0.01% 664