Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-240
Closed -$30K 324
2022
Q4
$30K Sell
240
-175
-42% -$21.8K 0.01% 390
2022
Q3
$44K Hold
415
0.02% 351
2022
Q2
$44K Sell
415
-50
-11% -$5.3K 0.02% 341
2022
Q1
$61K Buy
+465
New +$61K 0.02% 313