Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-119
Closed -$1K 929
2022
Q4
$1K Sell
119
-48
-29% -$403 ﹤0.01% 846
2022
Q3
$1K Sell
167
-1,301
-89% -$7.79K ﹤0.01% 887
2022
Q2
$15K Sell
1,468
-42
-3% -$429 0.01% 444
2022
Q1
$16K Sell
1,510
-52
-3% -$551 0.01% 463
2021
Q4
$22K Buy
1,562
+1,364
+689% +$19.2K 0.01% 409
2021
Q3
$3K Hold
198
﹤0.01% 816
2021
Q2
$3K Buy
198
+5
+3% +$76 ﹤0.01% 821
2021
Q1
$2K Buy
+193
New +$2K ﹤0.01% 867
2020
Q3
Sell
-1,078
Closed -$7K 955
2020
Q2
$7K Sell
1,078
-36
-3% -$234 ﹤0.01% 553
2020
Q1
$6K Sell
1,114
-755
-40% -$4.07K ﹤0.01% 576
2019
Q4
$23K Buy
1,869
+397
+27% +$4.89K 0.02% 308
2019
Q3
$15K Sell
1,472
-153
-9% -$1.56K 0.01% 364
2019
Q2
$19K Buy
1,625
+118
+8% +$1.38K 0.01% 330
2019
Q1
$18K Buy
1,507
+995
+194% +$11.9K 0.01% 337
2018
Q4
$5K Sell
512
-990
-66% -$9.67K ﹤0.01% 536
2018
Q3
$17 Buy
1,502
+353
+31% +$4 0.01% 329
2018
Q2
$17 Buy
1,149
+317
+38% +$5 0.01% 354
2018
Q1
$14K Buy
832
+58
+7% +$976 0.01% 389
2017
Q4
$14K Buy
+774
New +$14K 0.01% 384