Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-7,770
Closed -$210K 749
2022
Q3
$210K Buy
+7,770
New +$210K 0.01% 676
2022
Q2
Sell
-8,849
Closed -$241K 817
2022
Q1
$241K Buy
+8,849
New +$241K 0.01% 745
2017
Q3
Sell
-6,325
Closed -$310K 1253
2017
Q2
$310K Buy
6,325
+595
+10% +$29.2K 0.01% 968
2017
Q1
$286K Buy
+5,730
New +$286K 0.01% 984