Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-71
Closed -$22.3K 257
2023
Q3
$22.3K Buy
+71
New +$22.3K ﹤0.01% 218
2023
Q2
Sell
-105
Closed -$31.1K 315
2023
Q1
$31.1K Sell
105
-7
-6% -$2.07K ﹤0.01% 257
2022
Q4
$33.7K Sell
112
-9
-7% -$2.71K ﹤0.01% 276
2022
Q3
$32K Sell
121
-13
-10% -$3.44K ﹤0.01% 298
2022
Q2
$38K Sell
134
-26
-16% -$7.37K ﹤0.01% 270
2022
Q1
$48K Buy
+160
New +$48K ﹤0.01% 361
2021
Q4
Sell
-502
Closed -$132K 503
2021
Q3
$132K Buy
502
+273
+119% +$71.8K ﹤0.01% 277
2021
Q2
$58K Buy
+229
New +$58K ﹤0.01% 411
2020
Q2
Sell
-66
Closed -$14K 369
2020
Q1
$14K Sell
66
-7
-10% -$1.49K ﹤0.01% 252
2019
Q4
$18K Sell
73
-10
-12% -$2.47K ﹤0.01% 259
2019
Q3
$19K Buy
83
+5
+6% +$1.15K ﹤0.01% 233
2019
Q2
$16K Buy
+78
New +$16K ﹤0.01% 241
2018
Q4
Sell
-36
Closed -$7K 251
2018
Q3
$7K Buy
+36
New +$7K ﹤0.01% 192