Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-702
Closed -$280K 911
2022
Q1
$280K Sell
702
-2,486
-78% -$992K 0.03% 562
2021
Q4
$1.92M Buy
+3,188
New +$1.92M 0.21% 189
2020
Q4
Sell
-2,478
Closed -$2.52M 765
2020
Q3
$2.52M Buy
+2,478
New +$2.52M 0.16% 178