Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Hold
0
612
2023
Q2
Hold
0
637
2020
Q2
Sell
-13,027
Closed -$2.03M 446
2020
Q1
$2.03M Buy
+13,027
New +$2.03M 0.16% 99
2019
Q3
Sell
-900
Closed -$178K 522
2019
Q2
$178K Buy
+900
New +$178K 0.01% 360