Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,227
Closed -$33.5K 1000
2023
Q1
$33.5K Buy
2,227
+1,450
+187% +$21.8K ﹤0.01% 714
2022
Q4
$14.7K Sell
777
-129
-14% -$2.45K ﹤0.01% 938
2022
Q3
$17K Buy
906
+61
+7% +$1.15K ﹤0.01% 857
2022
Q2
$20K Sell
845
-148
-15% -$3.5K ﹤0.01% 756
2022
Q1
$29K Sell
993
-52
-5% -$1.52K ﹤0.01% 650
2021
Q4
$30K Buy
1,045
+9
+0.9% +$258 ﹤0.01% 635
2021
Q3
$31K Sell
1,036
-152
-13% -$4.55K ﹤0.01% 579
2021
Q2
$37K Sell
1,188
-217
-15% -$6.76K ﹤0.01% 529
2021
Q1
$45K Buy
1,405
+166
+13% +$5.32K 0.01% 503
2020
Q4
$39K Buy
1,239
+1,148
+1,262% +$36.1K 0.01% 515
2020
Q3
$2K Sell
91
-1,345
-94% -$29.6K ﹤0.01% 909
2020
Q2
$42K Buy
1,436
+1,336
+1,336% +$39.1K 0.01% 384
2020
Q1
$3K Buy
+100
New +$3K ﹤0.01% 708