Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Hold
0
724
2022
Q4
Hold
0
872
2020
Q1
Sell
-1,600
Closed -$13K 551
2019
Q4
$13K Hold
1,600
﹤0.01% 431
2019
Q3
$12K Sell
1,600
-400
-20% -$3K ﹤0.01% 440
2019
Q2
$19K Buy
+2,000
New +$19K ﹤0.01% 621
2016
Q3
Sell
-8,873
Closed -$256K 575
2016
Q2
$256K Sell
8,873
-5,400
-38% -$156K 0.02% 364
2016
Q1
$318K Sell
14,273
-1,600
-10% -$35.6K 0.02% 316
2015
Q4
$297K Hold
15,873
0.02% 339
2015
Q3
$284K Hold
15,873
0.02% 368
2015
Q2
$392K Buy
+15,873
New +$392K 0.02% 360