Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$211K Sell
2,206
-9
-0.4% -$859 0.19% 170
2023
Q2
$226K Sell
2,215
-162
-7% -$16.5K 0.18% 171
2023
Q1
$241K Buy
2,377
+60
+3% +$6.09K 0.18% 166
2022
Q4
$210K Sell
2,317
-276
-11% -$25K 0.17% 185
2022
Q3
$206K Buy
2,593
+352
+16% +$28K 0.18% 182
2022
Q2
$211K Buy
2,241
+485
+28% +$45.7K 0.18% 180
2022
Q1
$218K Buy
1,756
+215
+14% +$26.7K 0.18% 188
2021
Q4
$241K Buy
+1,541
New +$241K 0.18% 184