Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-715
Closed -$5.76K 977
2022
Q4
$5.76K Hold
715
﹤0.01% 611
2022
Q3
$5K Hold
715
﹤0.01% 655
2022
Q2
$5K Buy
+715
New +$5K ﹤0.01% 631