Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$241K Buy
2,255
+101
+5% +$10.8K 0.13% 179
2022
Q2
$225K Buy
2,154
+158
+8% +$16.5K 0.1% 198
2022
Q1
$297K Sell
1,996
-73
-4% -$10.9K 0.09% 199
2021
Q4
$236K Buy
+2,069
New +$236K 0.09% 205