Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-601
Closed -$25.8K 294
2023
Q3
$25.8K Sell
601
-165
-22% -$7.08K ﹤0.01% 194
2023
Q2
$36.6K Buy
+766
New +$36.6K ﹤0.01% 193
2023
Q1
Sell
-512
Closed -$27.1K 438
2022
Q4
$27.1K Sell
512
-34
-6% -$1.8K ﹤0.01% 317
2022
Q3
$24K Sell
546
-43
-7% -$1.89K ﹤0.01% 371
2022
Q2
$30K Sell
589
-235
-29% -$12K ﹤0.01% 309
2022
Q1
$43K Sell
824
-18
-2% -$939 ﹤0.01% 377
2021
Q4
$50K Buy
+842
New +$50K ﹤0.01% 381
2021
Q2
Sell
-1,648
Closed -$85K 703
2021
Q1
$85K Buy
+1,648
New +$85K ﹤0.01% 215
2020
Q4
Sell
-1,329
Closed -$73K 449
2020
Q3
$73K Buy
+1,329
New +$73K ﹤0.01% 201
2019
Q3
Sell
-251
Closed -$11K 535
2019
Q2
$11K Buy
251
+61
+32% +$2.67K ﹤0.01% 286
2019
Q1
$8K Buy
+190
New +$8K ﹤0.01% 263