Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,005
Closed -$226K 411
2023
Q2
$226K Sell
2,005
-3,458
-63% -$389K 0.22% 190
2023
Q1
$572K Buy
+5,463
New +$572K 0.67% 27
2020
Q1
Sell
-2,597
Closed -$205K 379
2019
Q4
$205K Buy
+2,597
New +$205K 0.16% 225