Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,337
Closed -$128K 1073
2023
Q2
$128K Buy
10,337
+131
+1% +$1.63K ﹤0.01% 995
2023
Q1
$92.5K Buy
+10,206
New +$92.5K ﹤0.01% 1067