Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-166
Closed -$69K 871
2022
Q3
$69K Buy
166
+57
+52% +$23.7K ﹤0.01% 772
2022
Q2
$52K Sell
109
-77
-41% -$36.7K ﹤0.01% 860
2022
Q1
$124K Buy
+186
New +$124K 0.01% 756
2021
Q4
Sell
-146
Closed -$109K 1225
2021
Q3
$109K Buy
146
+32
+28% +$23.9K 0.01% 872
2021
Q2
$79K Buy
114
+65
+133% +$45K ﹤0.01% 974
2021
Q1
$30K Hold
49
﹤0.01% 1281
2020
Q4
$24K Buy
49
+40
+444% +$19.6K 0.01% 749
2020
Q3
$3K Buy
+9
New +$3K ﹤0.01% 1702