Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$49.8K Sell
11,091
-7,322
-40% -$32.9K 0.04% 193
2023
Q2
$58.7K Sell
18,413
-280
-1% -$893 0.05% 212
2023
Q1
$80.2K Buy
18,693
+4,068
+28% +$17.5K 0.06% 227
2022
Q4
$90.4K Buy
14,625
+2,871
+24% +$17.7K 0.08% 207
2022
Q3
$61K Buy
11,754
+695
+6% +$3.61K 0.05% 205
2022
Q2
$64K Buy
+11,059
New +$64K 0.05% 209