Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-20,847
Closed -$53K 1492
2022
Q2
$53K Buy
20,847
+144
+0.7% +$366 ﹤0.01% 1428
2022
Q1
$182K Buy
20,703
+117
+0.6% +$1.03K ﹤0.01% 1435
2021
Q4
$211K Buy
20,586
+2,530
+14% +$25.9K ﹤0.01% 1451
2021
Q3
$233K Buy
18,056
+2,716
+18% +$35K ﹤0.01% 1474
2021
Q2
$264K Buy
+15,340
New +$264K ﹤0.01% 1458