Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-37
Closed -$2K 2351
2022
Q3
$2K Sell
37
-10
-21% -$541 ﹤0.01% 1756
2022
Q2
$3K Sell
47
-366
-89% -$23.4K ﹤0.01% 1659
2022
Q1
$40K Buy
+413
New +$40K ﹤0.01% 1125
2021
Q1
Sell
-367
Closed -$29K 2652
2020
Q4
$29K Buy
367
+300
+448% +$23.7K ﹤0.01% 1167
2020
Q3
$3K Hold
67
﹤0.01% 1528
2020
Q2
$4K Sell
67
-1,800
-96% -$107K ﹤0.01% 1374
2020
Q1
$70K Sell
1,867
-1,243
-40% -$46.6K ﹤0.01% 695
2019
Q4
$176K Buy
+3,110
New +$176K 0.01% 549
2019
Q3
Sell
-1,592
Closed -$107K 2130
2019
Q2
$107K Buy
1,592
+900
+130% +$60.5K 0.01% 675
2019
Q1
$41K Buy
+692
New +$41K ﹤0.01% 890
2018
Q4
Hold
0
2181
2018
Q3
Sell
-17,300
Closed -$967K 2176
2018
Q2
$967K Buy
17,300
+4,570
+36% +$255K 0.08% 208
2018
Q1
$589K Buy
12,730
+12,374
+3,476% +$573K 0.05% 262
2017
Q4
$15K Buy
+356
New +$15K ﹤0.01% 1495
2017
Q3
Sell
-830
Closed -$27K 3093
2017
Q2
$27K Buy
830
+729
+722% +$23.7K ﹤0.01% 1744
2017
Q1
$2K Sell
101
-228
-69% -$4.52K ﹤0.01% 2602
2016
Q4
$8K Buy
329
+243
+283% +$5.91K ﹤0.01% 2334
2016
Q3
$1K Sell
86
-441
-84% -$5.13K ﹤0.01% 2645
2016
Q2
$10K Sell
527
-2,057
-80% -$39K ﹤0.01% 2119
2016
Q1
$37K Buy
2,584
+504
+24% +$7.22K ﹤0.01% 1444
2015
Q4
$40K Buy
+2,080
New +$40K ﹤0.01% 1530