Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-488
Closed -$337K 237
2021
Q2
$337K Buy
488
+11
+2% +$7.6K 0.05% 175
2021
Q1
$294K Buy
+477
New +$294K 0.05% 172