Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-27,450
Closed -$1.69M 349
2024
Q3
$1.69M Sell
27,450
-1,750
-6% -$108K 0.1% 38
2024
Q2
$1.41M Buy
+29,200
New +$1.41M 0.05% 39
2022
Q2
Sell
-822
Closed -$50K 461
2022
Q1
$50K Buy
+822
New +$50K ﹤0.01% 354
2020
Q4
Sell
-1,026
Closed -$41K 393
2020
Q3
$41K Buy
1,026
+469
+84% +$18.7K ﹤0.01% 241
2020
Q2
$30K Buy
+557
New +$30K ﹤0.01% 221
2020
Q1
Sell
-650
Closed -$28K 473
2019
Q4
$28K Buy
+650
New +$28K ﹤0.01% 227
2019
Q2
Sell
-280
Closed -$10K 369
2019
Q1
$10K Buy
280
+27
+11% +$964 ﹤0.01% 241
2018
Q4
$9K Buy
+253
New +$9K ﹤0.01% 177