Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,470
Closed -$214K 218
2023
Q1
$214K Buy
+1,470
New +$214K 0.16% 200
2022
Q2
Sell
-1,003
Closed -$210K 224
2022
Q1
$210K Buy
1,003
+39
+4% +$8.17K 0.18% 197
2021
Q4
$236K Buy
+964
New +$236K 0.17% 190