Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-500
Closed -$11K 3432
2022
Q4
$11K Sell
500
-40
-7% -$880 ﹤0.01% 3305
2022
Q3
$12K Hold
540
﹤0.01% 3499
2022
Q2
$12K Hold
540
﹤0.01% 3242
2022
Q1
$12K Buy
+540
New +$12K ﹤0.01% 3242
2021
Q3
Hold
0
3409
2021
Q2
Hold
0
3123
2021
Q1
Hold
0
3054
2020
Q4
Hold
0
2982
2020
Q3
Hold
0
2875