Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-800
Closed -$27.2K 283
2023
Q2
$27.2K Hold
800
0.02% 220
2023
Q1
$27.6K Sell
800
-615
-43% -$21.2K 0.02% 235
2022
Q4
$46.5K Buy
1,415
+615
+77% +$20.2K 0.03% 186
2022
Q3
$24K Hold
800
0.02% 208
2022
Q2
$23K Hold
800
0.02% 277
2022
Q1
$24K Buy
+800
New +$24K 0.02% 283