Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-8,126
Closed -$43.7K 1473
2023
Q3
$43.7K Hold
8,126
0.01% 322
2023
Q2
$42.5K Buy
+8,126
New +$42.5K 0.01% 237