Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-652
Closed -$43.5K 703
2024
Q2
$43.5K Buy
652
+4
+0.6% +$267 0.02% 286
2024
Q1
$51.1K Buy
+648
New +$51.1K 0.02% 255
2023
Q4
Sell
-693
Closed -$37K 669
2023
Q3
$37K Buy
693
+29
+4% +$1.55K 0.02% 269
2023
Q2
$38K Sell
664
-13
-2% -$744 0.02% 274
2023
Q1
$34K Sell
677
-96
-12% -$4.82K 0.02% 283
2022
Q4
$36K Buy
773
+76
+11% +$3.54K 0.02% 277
2022
Q3
$33K Buy
697
+153
+28% +$7.24K 0.02% 287
2022
Q2
$28K Buy
544
+74
+16% +$3.81K 0.01% 318
2022
Q1
$24K Buy
470
+2
+0.4% +$102 0.01% 379
2021
Q4
$33K Sell
468
-11
-2% -$776 0.01% 320
2021
Q3
$27K Hold
479
0.01% 352
2021
Q2
$29K Sell
479
-19
-4% -$1.15K 0.01% 340
2021
Q1
$30K Sell
498
-15
-3% -$904 0.01% 330
2020
Q4
$28K Sell
513
-24
-4% -$1.31K 0.01% 331
2020
Q3
$29K Sell
537
-2
-0.4% -$108 0.02% 316
2020
Q2
$27K Sell
539
-17
-3% -$852 0.02% 289
2020
Q1
$23K Buy
556
+78
+16% +$3.23K 0.02% 310
2019
Q4
$23K Hold
478
0.02% 309
2019
Q3
$20K Sell
478
-78
-14% -$3.26K 0.01% 325
2019
Q2
$22K Hold
556
0.02% 308
2019
Q1
$22K Buy
556
+478
+613% +$18.9K 0.02% 299
2018
Q4
$2K Sell
78
-492
-86% -$12.6K ﹤0.01% 802
2018
Q3
$17 Hold
570
0.01% 330
2018
Q2
$22 Sell
570
-6
-1% 0.01% 322
2018
Q1
$23K Sell
576
-12
-2% -$479 0.02% 315
2017
Q4
$26K Buy
+588
New +$26K 0.02% 308