| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 779 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 742 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 724 |
|
|
2020
Q1 | – | Sell |
-23,600
| Closed | -$126K | – | 546 |
|
|
2019
Q4 | $126K | Sell |
23,600
-1,000
| -4% | -$5.34K | 0.01% | 370 |
|
|
2019
Q3 | $98K | Sell |
24,600
-5,000
| -17% | -$19.9K | 0.01% | 392 |
|
|
2019
Q2 | $102K | Hold |
29,600
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $116K | Sell |
29,600
-11,300
| -28% | -$44.3K | 0.01% | 359 |
|
|
2018
Q4 | $137K | Sell |
40,900
-4,500
| -10% | -$15.1K | 0.01% | 336 |
|
|
2018
Q3 | $306K | Hold |
45,400
| – | – | 0.01% | 282 |
|
|
2018
Q2 | $352K | Hold |
45,400
| – | – | 0.02% | 275 |
|
|
2018
Q1 | $367K | Buy |
+45,400
| New | +$367K | 0.02% | 285 |
|