Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,225
Closed -$76K 232
2022
Q4
$76K Sell
1,225
-1,190
-49% -$73.8K 0.03% 270
2022
Q3
$121K Sell
2,415
-165
-6% -$8.27K 0.05% 221
2022
Q2
$145K Buy
2,580
+1,274
+98% +$71.6K 0.06% 212
2022
Q1
$90K Buy
1,306
+1,121
+606% +$77.3K 0.03% 261
2021
Q4
$10K Buy
+185
New +$10K ﹤0.01% 534