Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,889
Closed -$295K 382
2023
Q2
$295K Buy
+13,889
New +$295K 0.29% 123
2020
Q3
Sell
-29,747
Closed -$315K 422
2020
Q2
$315K Buy
+29,747
New +$315K 0.22% 100