Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$409K Sell
10,325
-54
-0.5% -$2.14K 0.01% 735
2023
Q3
$350K Buy
10,379
+470
+5% +$15.8K 0.01% 714
2023
Q2
$331K Buy
9,909
+97
+1% +$3.24K 0.01% 792
2023
Q1
$318K Buy
+9,812
New +$318K 0.01% 825