Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$218K Buy
+1,243
New +$218K ﹤0.01% 902
2018
Q1
Sell
-3,257
Closed -$384K 1883
2017
Q4
$384K Sell
3,257
-429
-12% -$50.6K ﹤0.01% 1180
2017
Q3
$412K Buy
+3,686
New +$412K ﹤0.01% 1064