Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-674
Closed -$34.7K 529
2024
Q2
$34.7K Buy
674
+100
+17% +$5.15K 0.01% 315
2024
Q1
$28.5K Buy
+574
New +$28.5K 0.01% 332
2023
Q4
Sell
-588
Closed -$28.3K 500
2023
Q3
$28.3K Sell
588
-9
-2% -$434 0.01% 310
2023
Q2
$30K Sell
597
-12
-2% -$603 0.01% 307
2023
Q1
$28K Sell
609
-6
-1% -$276 0.01% 317
2022
Q4
$26K Hold
615
0.01% 326
2022
Q3
$22K Sell
615
-13
-2% -$465 0.01% 358
2022
Q2
$27K Hold
628
0.01% 323
2022
Q1
$25K Sell
628
-4
-0.6% -$159 0.01% 363
2021
Q4
$26K Sell
632
-16
-2% -$658 0.01% 365
2021
Q3
$24K Hold
648
0.01% 375
2021
Q2
$25K Buy
648
+239
+58% +$9.22K 0.01% 369
2021
Q1
$17K Sell
409
-31
-7% -$1.29K 0.01% 436
2020
Q4
$15K Hold
440
0.01% 429
2020
Q3
$13K Sell
440
-14
-3% -$414 0.01% 453
2020
Q2
$13K Buy
454
+22
+5% +$630 0.01% 413
2020
Q1
$13K Hold
432
0.01% 405
2019
Q4
$18K Hold
432
0.01% 342
2019
Q3
$19K Hold
432
0.01% 329
2019
Q2
$20K Hold
432
0.01% 319
2019
Q1
$19K Sell
432
-16
-4% -$704 0.01% 326
2018
Q4
$16K Hold
448
0.01% 325
2018
Q3
$17 Sell
448
-28
-6% -$1 0.01% 328
2018
Q2
$20 Sell
476
-6
-1% 0.01% 328
2018
Q1
$20K Buy
482
+13
+3% +$539 0.01% 327
2017
Q4
$19K Buy
+469
New +$19K 0.02% 341