Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-321
Closed -$10K 889
2023
Q1
$10K Sell
321
-122
-28% -$3.8K ﹤0.01% 524
2022
Q4
$11K Sell
443
-14
-3% -$348 0.01% 477
2022
Q3
$10K Buy
457
+76
+20% +$1.66K 0.01% 499
2022
Q2
$8K Sell
381
-9
-2% -$189 ﹤0.01% 548
2022
Q1
$10K Sell
390
-14
-3% -$359 ﹤0.01% 548
2021
Q4
$13K Sell
404
-8
-2% -$257 ﹤0.01% 507
2021
Q3
$12K Buy
412
+53
+15% +$1.54K 0.01% 510
2021
Q2
$11K Buy
+359
New +$11K ﹤0.01% 531