Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,175
Closed -$13K 1269
2023
Q2
$13K Hold
3,175
﹤0.01% 1266
2023
Q1
$16K Buy
3,175
+124
+4% +$625 ﹤0.01% 1237
2022
Q4
$17K Sell
3,051
-355
-10% -$1.98K ﹤0.01% 1321
2022
Q3
$18K Sell
3,406
-572
-14% -$3.02K ﹤0.01% 1377
2022
Q2
$27K Buy
3,978
+251
+7% +$1.7K ﹤0.01% 1387
2022
Q1
$47K Hold
3,727
﹤0.01% 1345
2021
Q4
$35K Buy
3,727
+1,085
+41% +$10.2K ﹤0.01% 1381
2021
Q3
$28K Sell
2,642
-114
-4% -$1.21K ﹤0.01% 1364
2021
Q2
$43K Buy
+2,756
New +$43K ﹤0.01% 1456