Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,417
Closed -$202K 38
2023
Q2
$202K Hold
2,417
0.87% 27
2023
Q1
$212K Buy
+2,417
New +$212K 0.68% 29
2020
Q1
$429K Buy
+3,755
New +$429K 1.01% 26