Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-11,867
Closed -$138K 1629
2024
Q2
$138K Buy
+11,867
New +$138K ﹤0.01% 1344
2021
Q4
Sell
-47,566
Closed -$959K 1134
2021
Q3
$959K Buy
+47,566
New +$959K 0.13% 244
2021
Q2
Sell
-44,017
Closed -$1.07M 546
2021
Q1
$1.07M Buy
+44,017
New +$1.07M 0.34% 102
2017
Q1
Sell
-8,371
Closed -$193K 373
2016
Q4
$193K Buy
8,371
+546
+7% +$12.6K 0.06% 296
2016
Q3
$209K Buy
7,825
+1,920
+33% +$51.3K 0.06% 332
2016
Q2
$148K Buy
+5,905
New +$148K 0.06% 335