Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-68
Closed -$19.6K 294
2023
Q4
$19.6K Buy
+68
New +$19.6K ﹤0.01% 199
2023
Q3
Sell
-165
Closed -$36.6K 277
2023
Q2
$36.6K Sell
165
-17
-9% -$3.77K ﹤0.01% 191
2023
Q1
$44K Sell
182
-551
-75% -$133K ﹤0.01% 189
2022
Q4
$193K Sell
733
-295
-29% -$77.5K 0.01% 97
2022
Q3
$235K Sell
1,028
-32
-3% -$7.32K 0.01% 120
2022
Q2
$258K Buy
1,060
+691
+187% +$168K ﹤0.01% 116
2022
Q1
$89K Buy
+369
New +$89K ﹤0.01% 270
2020
Q4
Sell
-103
Closed -$26K 384
2020
Q3
$26K Sell
103
-15
-13% -$3.79K ﹤0.01% 293
2020
Q2
$28K Buy
118
+12
+11% +$2.85K ﹤0.01% 226
2020
Q1
$22K Sell
106
-66
-38% -$13.7K ﹤0.01% 228
2019
Q4
$42K Buy
172
+126
+274% +$30.8K ﹤0.01% 194
2019
Q3
$9K Buy
+46
New +$9K ﹤0.01% 287
2019
Q1
Sell
-41
Closed -$8K 296
2018
Q4
$8K Buy
+41
New +$8K ﹤0.01% 179
2018
Q3
Sell
-173
Closed -$9K 246
2018
Q2
$9K Buy
+173
New +$9K ﹤0.01% 148