Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$179K Buy
16,343
+5,950
+57% +$65.3K 0.16% 190
2023
Q2
$128K Buy
+10,393
New +$128K 0.1% 206
2023
Q1
Sell
-12,115
Closed -$104K 235
2022
Q4
$104K Buy
+12,115
New +$104K 0.09% 201