Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,226
Closed -$52.8K 263
2023
Q3
$52.8K Sell
1,226
-284
-19% -$12.2K ﹤0.01% 148
2023
Q2
$68.9K Buy
+1,510
New +$68.9K ﹤0.01% 157
2022
Q1
Sell
-196
Closed -$7K 537
2021
Q4
$7K Sell
196
-24
-11% -$857 ﹤0.01% 471
2021
Q3
$8K Buy
+220
New +$8K ﹤0.01% 462
2021
Q1
Sell
-260
Closed -$8K 457
2020
Q4
$8K Buy
+260
New +$8K ﹤0.01% 352
2020
Q2
Sell
-24,348
Closed -$417K 387
2020
Q1
$417K Buy
24,348
+2,052
+9% +$35.1K 0.02% 100
2019
Q4
$507K Buy
22,296
+20,696
+1,294% +$471K 0.01% 92
2019
Q3
$32K Buy
1,600
+1,532
+2,253% +$30.6K ﹤0.01% 198
2019
Q2
$1K Buy
+68
New +$1K ﹤0.01% 328