Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-20
Closed -$441 3581
2024
Q1
$441 Sell
20
-27
-57% -$595 ﹤0.01% 3514
2023
Q4
$916 Buy
+47
New +$916 ﹤0.01% 3521
2021
Q3
Sell
-1,669
Closed -$78K 4395
2021
Q2
$78K Buy
1,669
+39
+2% +$1.82K ﹤0.01% 4100
2021
Q1
$90K Sell
1,630
-497
-23% -$27.4K ﹤0.01% 3958
2020
Q4
$132K Sell
2,127
-859
-29% -$53.3K ﹤0.01% 3626
2020
Q3
$175K Buy
2,986
+566
+23% +$33.2K ﹤0.01% 3253
2020
Q2
$271K Buy
2,420
+559
+30% +$62.6K ﹤0.01% 2944
2020
Q1
$125K Sell
1,861
-2,879
-61% -$193K ﹤0.01% 3115
2019
Q4
$654K Buy
4,740
+4,273
+915% +$590K ﹤0.01% 2579
2019
Q3
$48K Sell
467
-37
-7% -$3.8K ﹤0.01% 3840
2019
Q2
$52K Sell
504
-938
-65% -$96.8K ﹤0.01% 4286
2019
Q1
$220K Buy
1,442
+38
+3% +$5.8K ﹤0.01% 3860
2018
Q4
$130K Sell
1,404
-1,576
-53% -$146K ﹤0.01% 3966
2018
Q3
$555K Buy
2,980
+890
+43% +$166K ﹤0.01% 3672
2018
Q2
$877K Buy
2,090
+1,618
+343% +$679K ﹤0.01% 3480
2018
Q1
$140K Sell
472
-404
-46% -$120K ﹤0.01% 4208
2017
Q4
$247K Buy
+876
New +$247K ﹤0.01% 3788