Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Hold
0
3017
2024
Q2
Sell
-83
Closed -$1K 3154
2024
Q1
$1K Sell
83
-149
-64% -$1.8K ﹤0.01% 2951
2023
Q4
$9K Sell
232
-25
-10% -$970 ﹤0.01% 2883
2023
Q3
$19K Hold
257
﹤0.01% 2695
2023
Q2
$31K Sell
257
-1
-0.4% -$121 ﹤0.01% 2521
2023
Q1
$53K Sell
258
-64
-20% -$13.1K ﹤0.01% 2292
2022
Q4
$61K Buy
322
+11
+4% +$2.08K ﹤0.01% 2345
2022
Q3
$58K Hold
311
﹤0.01% 2398
2022
Q2
$98K Sell
311
-67
-18% -$21.1K ﹤0.01% 2174
2022
Q1
$151K Sell
378
-29
-7% -$11.6K ﹤0.01% 2048
2021
Q4
$245K Sell
407
-1
-0.2% -$602 ﹤0.01% 1899
2021
Q3
$411K Sell
408
-26
-6% -$26.2K ﹤0.01% 1687
2021
Q2
$542K Buy
434
+111
+34% +$139K ﹤0.01% 1601
2021
Q1
$371K Sell
323
-21
-6% -$24.1K 0.01% 1140
2020
Q4
$413K Buy
344
+4
+1% +$4.8K 0.02% 1068
2020
Q3
$345K Buy
340
+31
+10% +$31.5K 0.02% 1042
2020
Q2
$352K Sell
309
-119
-28% -$136K 0.02% 1023
2020
Q1
$273K Sell
428
-7
-2% -$4.47K 0.01% 1195
2019
Q4
$313K Buy
435
+24
+6% +$17.3K 0.01% 1382
2019
Q3
$201K Buy
411
+23
+6% +$11.2K ﹤0.01% 1550
2019
Q2
$438K Sell
388
-27
-7% -$30.5K 0.01% 1144
2019
Q1
$881K Buy
415
+7
+2% +$14.9K 0.02% 767
2018
Q4
$608K Buy
408
+159
+64% +$237K 0.02% 838
2018
Q3
$562K Sell
249
-171
-41% -$386K 0.01% 891
2018
Q2
$1.05M Buy
420
+206
+96% +$517K 0.03% 737
2018
Q1
$541K Sell
214
-4
-2% -$10.1K 0.01% 922
2017
Q4
$422K Buy
218
+32
+17% +$61.9K 0.01% 1082
2017
Q3
$312K Hold
186
0.01% 1189
2017
Q2
$262K Buy
+186
New +$262K 0.01% 1275