Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,943
Closed -$210K 1526
2023
Q1
$210K Buy
18,943
+4,564
+32% +$50.5K 0.01% 1304
2022
Q4
$153K Buy
+14,379
New +$153K ﹤0.01% 1289