Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-20,149
Closed -$397K 631
2024
Q2
$397K Hold
20,149
0.02% 369
2024
Q1
$346K Buy
+20,149
New +$346K 0.02% 381
2020
Q4
Sell
-19,720
Closed -$159K 593
2020
Q3
$159K Hold
19,720
0.01% 373
2020
Q2
$114K Buy
19,720
+5,000
+34% +$28.9K 0.01% 329
2020
Q1
$63K Buy
14,720
+4,667
+46% +$20K 0.01% 342
2019
Q4
$123K Hold
10,053
0.01% 373
2019
Q3
$90K Buy
10,053
+3,600
+56% +$32.2K 0.01% 397
2019
Q2
$127K Buy
+6,453
New +$127K 0.01% 440