Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-7,405
Closed -$202K 368
2022
Q1
$202K Hold
7,405
0.01% 373
2021
Q4
$288K Hold
7,405
0.01% 327
2021
Q3
$271K Hold
7,405
0.01% 346
2021
Q2
$335K Sell
7,405
-3,080
-29% -$139K 0.01% 304
2021
Q1
$364K Sell
10,485
-5,205
-33% -$181K 0.02% 270
2020
Q4
$322K Buy
+15,690
New +$322K 0.01% 267