Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,504
Closed -$131K 41
2023
Q2
$131K Buy
+13,504
New +$131K 0.04% 37
2022
Q4
Sell
-1,100
Closed -$17K 276
2022
Q3
$17K Buy
+1,100
New +$17K 0.02% 82