Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,118
Closed -$143K 593
2023
Q3
$143K Sell
1,118
-500
-31% -$64K 0.07% 188
2023
Q2
$217K Hold
1,618
0.11% 155
2023
Q1
$199K Buy
+1,618
New +$199K 0.08% 175