Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$231K Buy
899
+157
+21% +$40.4K 0.2% 138
2023
Q2
$211K Sell
742
-193
-21% -$55K 0.17% 185
2023
Q1
$260K Buy
935
+89
+11% +$24.7K 0.2% 130
2022
Q4
$234K Sell
846
-362
-30% -$100K 0.2% 148
2022
Q3
$323K Sell
1,208
-10
-0.8% -$2.67K 0.28% 61
2022
Q2
$248K Buy
1,218
+58
+5% +$11.8K 0.21% 126
2022
Q1
$244K Buy
1,160
+42
+4% +$8.83K 0.2% 152
2021
Q4
$268K Buy
+1,118
New +$268K 0.2% 155