Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-144
Closed -$7K 628
2023
Q2
$7K Buy
144
+6
+4% +$292 ﹤0.01% 369
2023
Q1
$5K Buy
+138
New +$5K ﹤0.01% 358