Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-11,898
Closed -$98.8K 287
2023
Q3
$98.8K Sell
11,898
-868
-7% -$7.2K 0.03% 272
2023
Q2
$136K Buy
+12,766
New +$136K 0.04% 273