Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-427
Closed -$340K 280
2022
Q1
$340K Hold
427
0.12% 182
2021
Q4
$340K Buy
427
+43
+11% +$34.2K 0.12% 182
2021
Q3
$286K Buy
384
+26
+7% +$19.4K 0.12% 183
2021
Q2
$247K Buy
+358
New +$247K 0.11% 194
2019
Q1
Sell
-345
Closed -$65K 198
2018
Q4
$65K Buy
+345
New +$65K 0.05% 297