Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$145K Sell
11,307
-7,287
-39% -$93.4K 0.14% 240
2023
Q2
$210K Buy
+18,594
New +$210K 0.09% 382
2019
Q4
Sell
-8,470
Closed -$96K 907
2019
Q3
$96K Sell
8,470
-5,629
-40% -$63.8K 0.03% 753
2019
Q2
$174K Buy
14,099
+3,399
+32% +$41.9K 0.06% 489
2019
Q1
$133K Buy
+10,700
New +$133K 0.06% 515