Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-259
Closed -$19.4K 583
2024
Q2
$19.4K Buy
259
+13
+5% +$975 0.01% 440
2024
Q1
$21.3K Buy
+246
New +$21.3K 0.01% 404
2023
Q4
Sell
-250
Closed -$13.7K 552
2023
Q3
$13.7K Buy
250
+35
+16% +$1.92K 0.01% 451
2023
Q2
$12K Sell
215
-2
-0.9% -$112 0.01% 478
2023
Q1
$11K Sell
217
-87
-29% -$4.41K 0.01% 498
2022
Q4
$12K Buy
304
+39
+15% +$1.54K 0.01% 457
2022
Q3
$9K Sell
265
-218
-45% -$7.4K ﹤0.01% 515
2022
Q2
$17K Buy
483
+29
+6% +$1.02K 0.01% 423
2022
Q1
$18K Sell
454
-1
-0.2% -$40 0.01% 438
2021
Q4
$24K Sell
455
-5
-1% -$264 0.01% 388
2021
Q3
$22K Sell
460
-143
-24% -$6.84K 0.01% 395
2021
Q2
$31K Buy
603
+14
+2% +$720 0.01% 332
2021
Q1
$28K Buy
589
+42
+8% +$2K 0.01% 338
2020
Q4
$23K Buy
547
+151
+38% +$6.35K 0.01% 358
2020
Q3
$16K Buy
396
+137
+53% +$5.54K 0.01% 412
2020
Q2
$9K Sell
259
-27
-9% -$938 0.01% 488
2020
Q1
$9K Sell
286
-44
-13% -$1.39K 0.01% 483
2019
Q4
$13K Hold
330
0.01% 402
2019
Q3
$11K Sell
330
-175
-35% -$5.83K 0.01% 416
2019
Q2
$17K Sell
505
-11
-2% -$370 0.01% 342
2019
Q1
$16K Buy
516
+336
+187% +$10.4K 0.01% 354
2018
Q4
$5K Sell
180
-300
-63% -$8.33K ﹤0.01% 528
2018
Q3
$13 Sell
480
-2
-0.4% 0.01% 380
2018
Q2
$17 Sell
482
-4
-0.8% 0.01% 350
2018
Q1
$17K Buy
486
+124
+34% +$4.34K 0.01% 345
2017
Q4
$13K Buy
+362
New +$13K 0.01% 397