Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-581
Closed -$27.7K 53
2022
Q4
$27.7K Buy
581
+44
+8% +$2.1K 0.01% 71
2022
Q3
$21K Sell
537
-1
-0.2% -$39 0.01% 63
2022
Q2
$23K Buy
538
+196
+57% +$8.38K 0.05% 78
2022
Q1
$19K Buy
+342
New +$19K 0.01% 117