Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,217
Closed -$362K 713
2023
Q3
$362K Buy
+1,217
New +$362K 0.11% 369
2023
Q1
Sell
-1,838
Closed -$444K 639
2022
Q4
$444K Buy
+1,838
New +$444K 0.18% 212
2019
Q2
Sell
-1,245
Closed -$227K 422
2019
Q1
$227K Sell
1,245
-5,545
-82% -$1.01M 0.13% 358
2018
Q4
$971K Buy
6,790
+3,428
+102% +$490K 0.51% 8
2018
Q3
$628K Buy
+3,362
New +$628K 0.27% 100
2018
Q2
Sell
-2,339
Closed -$366K 651
2018
Q1
$366K Buy
+2,339
New +$366K 0.09% 428
2016
Q2
Sell
-2,500
Closed -$224K 529
2016
Q1
$224K Buy
+2,500
New +$224K 0.15% 314