Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-89
Closed -$29.4K 278
2023
Q2
$29.4K Buy
+89
New +$29.4K ﹤0.01% 237
2023
Q1
Sell
-185
Closed -$44.7K 362
2022
Q4
$44.7K Sell
185
-17
-8% -$4.11K ﹤0.01% 243
2022
Q3
$46K Sell
202
-22
-10% -$5.01K ﹤0.01% 241
2022
Q2
$54K Sell
224
-26
-10% -$6.27K ﹤0.01% 225
2022
Q1
$79K Sell
250
-88
-26% -$27.8K ﹤0.01% 290
2021
Q4
$136K Buy
+338
New +$136K ﹤0.01% 258
2020
Q3
Sell
-69
Closed -$20K 371
2020
Q2
$20K Sell
69
-1,995
-97% -$578K ﹤0.01% 254
2020
Q1
$480K Buy
2,064
+1,943
+1,606% +$452K 0.02% 90
2019
Q4
$31K Buy
121
+24
+25% +$6.15K ﹤0.01% 215
2019
Q3
$21K Buy
97
+9
+10% +$1.95K ﹤0.01% 230
2019
Q2
$18K Buy
+88
New +$18K ﹤0.01% 212