Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-18,503
Closed -$168K 387
2021
Q4
$168K Buy
18,503
+6,192
+50% +$56.2K 0.06% 237
2021
Q3
$127K Buy
+12,311
New +$127K 0.04% 242
2020
Q4
Sell
-21,652
Closed -$343K 362
2020
Q3
$343K Buy
+21,652
New +$343K 0.18% 130
2020
Q2
Sell
-20,799
Closed -$209K 413
2020
Q1
$209K Buy
+20,799
New +$209K 0.21% 190