Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-188
Closed -$8.99K 228
2023
Q4
$8.99K Sell
188
-106
-36% -$5.07K ﹤0.01% 215
2023
Q3
$10.4K Sell
294
-80
-21% -$2.84K ﹤0.01% 176
2023
Q2
$12.6K Sell
374
-121
-24% -$4.07K ﹤0.01% 149
2023
Q1
$16.3K Hold
495
0.01% 151
2022
Q4
$13.2K Buy
495
+245
+98% +$6.55K 0.01% 152
2022
Q3
$7K Buy
+250
New +$7K ﹤0.01% 138
2017
Q3
Sell
-10,761
Closed -$363K 248
2017
Q2
$363K Buy
+10,761
New +$363K 0.2% 57
2015
Q1
Sell
-4,945
Closed -$179K 305
2014
Q4
$179K Buy
4,945
+4,300
+667% +$156K 0.08% 150
2014
Q3
$22.5K Buy
+645
New +$22.5K 0.01% 169