Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-279
Closed -$15K 317
2023
Q1
$15K Sell
279
-503
-64% -$27K ﹤0.01% 324
2022
Q4
$53.5K Buy
+782
New +$53.5K ﹤0.01% 198
2022
Q2
Sell
-627
Closed -$27K 459
2022
Q1
$27K Buy
627
+28
+5% +$1.21K ﹤0.01% 454
2021
Q4
$48K Buy
+599
New +$48K ﹤0.01% 389
2021
Q3
Sell
-824,233
Closed -$39.2M 519
2021
Q2
$39.2M Buy
+824,233
New +$39.2M 0.29% 33
2021
Q1
Sell
-2,068
Closed -$62K 449
2020
Q4
$62K Sell
2,068
-306
-13% -$9.17K ﹤0.01% 236
2020
Q3
$42K Buy
2,374
+261
+12% +$4.62K ﹤0.01% 238
2020
Q2
$31K Buy
2,113
+252
+14% +$3.7K ﹤0.01% 219
2020
Q1
$13K Buy
+1,861
New +$13K ﹤0.01% 263
2019
Q1
Sell
-836
Closed -$8K 302
2018
Q4
$8K Buy
+836
New +$8K ﹤0.01% 183