Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$262K Sell
44
-1
-2% -$5.96K 0.23% 94
2023
Q2
$286K Sell
45
-2
-4% -$12.7K 0.23% 89
2023
Q1
$262K Sell
47
-9
-16% -$50.2K 0.2% 126
2022
Q4
$258K Sell
56
-13
-19% -$60K 0.22% 111
2022
Q3
$275K Buy
69
+12
+21% +$47.8K 0.24% 89
2022
Q2
$228K Buy
57
+5
+10% +$20K 0.19% 160
2022
Q1
$232K Buy
52
+4
+8% +$17.8K 0.19% 173
2021
Q4
$284K Buy
+48
New +$284K 0.21% 118