Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-91
Closed -$25.2K 367
2022
Q4
$25.2K Buy
+91
New +$25.2K ﹤0.01% 334
2021
Q1
Sell
-1,694
Closed -$415K 446
2020
Q4
$415K Sell
1,694
-538
-24% -$132K 0.01% 118
2020
Q3
$633K Sell
2,232
-788
-26% -$223K 0.01% 94
2020
Q2
$808K Buy
3,020
+625
+26% +$167K 0.02% 70
2020
Q1
$757K Sell
2,395
-1,960
-45% -$620K 0.04% 59
2019
Q4
$1.29M Sell
4,355
-860
-16% -$255K 0.04% 67
2019
Q3
$1.2M Sell
5,215
-672
-11% -$155K 0.05% 63
2019
Q2
$1.38M Buy
5,887
+1,082
+23% +$253K 0.06% 63
2019
Q1
$1.14M Buy
+4,805
New +$1.14M 0.05% 82
2018
Q2
Sell
-7,075
Closed -$1.94M 212
2018
Q1
$1.94M Buy
+7,075
New +$1.94M 0.26% 55