Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-10,079
Closed -$53K 264
2022
Q2
$53K Sell
10,079
-15,067
-60% -$79.2K 0.02% 266
2022
Q1
$138K Buy
25,146
+8,970
+55% +$49.2K 0.04% 297
2021
Q4
$110K Buy
+16,176
New +$110K 0.04% 244
2021
Q3
Sell
-24,376
Closed -$144K 262
2021
Q2
$144K Buy
+24,376
New +$144K 0.05% 243
2020
Q4
Sell
-32,296
Closed -$202K 157
2020
Q3
$202K Buy
+32,296
New +$202K 0.1% 283