Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-221
Closed -$20K 1123
2021
Q4
$20K Buy
+221
New +$20K ﹤0.01% 764
2021
Q2
Sell
-478
Closed -$27K 1145
2021
Q1
$27K Hold
478
﹤0.01% 703
2020
Q4
$20K Buy
+478
New +$20K ﹤0.01% 769