Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-15,383
Closed -$87K 293
2022
Q2
$87K Hold
15,383
0.01% 280
2022
Q1
$87K Hold
15,383
﹤0.01% 295
2021
Q4
$123K Buy
15,383
+533
+4% +$4.26K 0.01% 271
2021
Q3
$124K Buy
14,850
+2,575
+21% +$21.5K 0.01% 266
2021
Q2
$131K Buy
12,275
+812
+7% +$8.67K 0.01% 269
2021
Q1
$122K Buy
+11,463
New +$122K 0.01% 266