Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-244
Closed -$22K 508
2024
Q2
$22K Sell
244
-4
-2% -$360 0.01% 404
2024
Q1
$27K Buy
+248
New +$27K 0.01% 343
2023
Q4
Sell
-255
Closed -$27.2K 481
2023
Q3
$27.2K Sell
255
-3
-1% -$320 0.01% 317
2023
Q2
$23K Sell
258
-3
-1% -$267 0.01% 344
2023
Q1
$20K Sell
261
-2
-0.8% -$153 0.01% 369
2022
Q4
$22K Hold
263
0.01% 351
2022
Q3
$21K Sell
263
-6
-2% -$479 0.01% 364
2022
Q2
$25K Hold
269
0.01% 336
2022
Q1
$32K Sell
269
-4
-1% -$476 0.01% 315
2021
Q4
$32K Sell
273
-5
-2% -$586 0.01% 324
2021
Q3
$29K Hold
278
0.01% 337
2021
Q2
$31K Buy
278
+76
+38% +$8.48K 0.01% 330
2021
Q1
$21K Sell
202
-9
-4% -$936 0.01% 393
2020
Q4
$22K Hold
211
0.01% 365
2020
Q3
$22K Sell
211
-4
-2% -$417 0.01% 365
2020
Q2
$23K Sell
215
-4
-2% -$428 0.01% 314
2020
Q1
$21K Hold
219
0.01% 327
2019
Q4
$19K Hold
219
0.01% 334
2019
Q3
$20K Sell
219
-78
-26% -$7.12K 0.01% 319
2019
Q2
$24K Hold
297
0.02% 282
2019
Q1
$21K Sell
297
-8
-3% -$566 0.02% 307
2018
Q4
$19K Hold
305
0.02% 295
2018
Q3
$19 Sell
305
-4
-1% 0.01% 313
2018
Q2
$24 Buy
309
+78
+34% +$6 0.02% 309
2018
Q1
$16K Sell
231
-3
-1% -$208 0.01% 350
2017
Q4
$15K Buy
+234
New +$15K 0.01% 374