Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,028
Closed -$227K 386
2023
Q2
$227K Sell
4,028
-368
-8% -$20.7K 0.22% 188
2023
Q1
$216K Buy
+4,396
New +$216K 0.25% 151