Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,780
Closed -$206K 216
2023
Q1
$206K Buy
+1,780
New +$206K 0.16% 207
2022
Q2
Sell
-1,976
Closed -$210K 219
2022
Q1
$210K Buy
1,976
+172
+10% +$18.3K 0.18% 196
2021
Q4
$200K Buy
+1,804
New +$200K 0.15% 220