Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-604
Closed -$16.4K 595
2023
Q1
$16.4K Sell
604
-10,813
-95% -$293K ﹤0.01% 898
2022
Q4
$331K Buy
11,417
+1,605
+16% +$46.5K 0.03% 210
2022
Q3
$192K Buy
9,812
+8,081
+467% +$158K 0.02% 279
2022
Q2
$34K Buy
1,731
+1,188
+219% +$23.3K ﹤0.01% 647
2022
Q1
$13K Buy
543
+198
+57% +$4.74K ﹤0.01% 823
2021
Q4
$7K Buy
+345
New +$7K ﹤0.01% 920