Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,591
Closed -$257K 676
2023
Q2
$257K Buy
4,591
+2,182
+91% +$122K ﹤0.01% 560
2023
Q1
$119K Sell
2,409
-428
-15% -$21.2K ﹤0.01% 576
2022
Q4
$134K Hold
2,837
﹤0.01% 529
2022
Q3
$118K Buy
+2,837
New +$118K ﹤0.01% 534