Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-212
Closed -$31.3K 653
2024
Q2
$31.3K Sell
212
-2
-0.9% -$295 0.01% 328
2024
Q1
$32.7K Buy
+214
New +$32.7K 0.01% 312
2023
Q4
Sell
-219
Closed -$33.5K 617
2023
Q3
$33.5K Buy
219
+2
+0.9% +$306 0.02% 284
2023
Q2
$30K Sell
217
-7
-3% -$968 0.01% 308
2023
Q1
$30K Sell
224
-4
-2% -$536 0.01% 306
2022
Q4
$32K Hold
228
0.02% 284
2022
Q3
$25K Buy
228
+2
+0.9% +$219 0.01% 334
2022
Q2
$24K Hold
226
0.01% 349
2022
Q1
$24K Sell
226
-5
-2% -$531 0.01% 374
2021
Q4
$17K Sell
231
-13
-5% -$957 0.01% 464
2021
Q3
$19K Hold
244
0.01% 433
2021
Q2
$16K Buy
244
+8
+3% +$525 0.01% 464
2021
Q1
$17K Buy
236
+52
+28% +$3.75K 0.01% 442
2020
Q4
$10K Sell
184
-68
-27% -$3.7K 0.01% 519
2020
Q3
$13K Buy
252
+6
+2% +$310 0.01% 454
2020
Q2
$13K Sell
246
-6
-2% -$317 0.01% 417
2020
Q1
$12K Hold
252
0.01% 427
2019
Q4
$17K Hold
252
0.01% 353
2019
Q3
$15K Hold
252
0.01% 362
2019
Q2
$16K Hold
252
0.01% 348
2019
Q1
$15K Sell
252
-6
-2% -$357 0.01% 376
2018
Q4
$10K Hold
258
0.01% 396
2018
Q3
$15 Hold
258
0.01% 352
2018
Q2
$17 Sell
258
-8
-3% -$1 0.01% 352
2018
Q1
$13K Sell
266
-16
-6% -$782 0.01% 402
2017
Q4
$13K Buy
+282
New +$13K 0.01% 402