Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,500
Closed -$114K 34
2023
Q1
$114K Buy
+1,500
New +$114K 0.01% 31
2022
Q4
Sell
-1,250
Closed -$108K 39
2022
Q3
$108K Buy
1,250
+500
+67% +$43.2K 0.01% 29
2022
Q2
$52K Hold
750
﹤0.01% 55
2022
Q1
$87K Buy
750
+250
+50% +$29K 0.01% 41
2021
Q4
$94K Buy
+500
New +$94K 0.01% 37