Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-73
Closed -$1.63M 195
2023
Q3
$1.63M Buy
73
+1
+1% +$22.3K 0.11% 139
2023
Q2
$1.58M Buy
72
+22
+44% +$481K 0.09% 138
2023
Q1
$915K Sell
50
-113
-69% -$2.07M 0.06% 168
2022
Q4
$3.35M Hold
163
0.18% 93
2022
Q3
$3.3M Buy
163
+64
+65% +$1.3M 0.16% 121
2022
Q2
$1.98M Hold
99
0.1% 200
2022
Q1
$1.98M Buy
+99
New +$1.98M 0.1% 208