Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-934
Closed -$44K 372
2022
Q4
$44K Buy
+934
New +$44K ﹤0.01% 248
2021
Q4
Sell
-2,254
Closed -$182K 511
2021
Q3
$182K Sell
2,254
-974
-30% -$78.6K ﹤0.01% 256
2021
Q2
$271K Buy
+3,228
New +$271K ﹤0.01% 246
2020
Q3
Sell
-221
Closed -$13K 381
2020
Q2
$13K Buy
221
+117
+113% +$6.88K ﹤0.01% 274
2020
Q1
$4K Buy
104
+16
+18% +$615 ﹤0.01% 354
2019
Q4
$5K Buy
+88
New +$5K ﹤0.01% 376