Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-28,244
Closed -$1.11M 1463
2023
Q2
$1.11M Buy
28,244
+688
+2% +$27K 0.03% 508
2023
Q1
$945K Buy
27,556
+1,321
+5% +$45.3K 0.03% 516
2022
Q4
$799K Buy
26,235
+16,599
+172% +$506K 0.03% 512
2022
Q3
$247K Buy
+9,636
New +$247K 0.01% 856