Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$200K Buy
772
+57
+8% +$14.8K 0.18% 186
2023
Q2
$230K Sell
715
-115
-14% -$36.9K 0.19% 161
2023
Q1
$252K Buy
830
+102
+14% +$31K 0.19% 148
2022
Q4
$226K Buy
728
+72
+11% +$22.3K 0.19% 157
2022
Q3
$216K Sell
656
-116
-15% -$38.2K 0.18% 165
2022
Q2
$216K Buy
772
+59
+8% +$16.5K 0.18% 174
2022
Q1
$247K Buy
713
+130
+22% +$45K 0.21% 146
2021
Q4
$242K Buy
+583
New +$242K 0.18% 181