Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,006
Closed -$38.1K 732
2024
Q2
$38.1K Buy
2,006
+24
+1% +$456 0.01% 303
2024
Q1
$38.7K Buy
+1,982
New +$38.7K 0.01% 290
2023
Q4
Sell
-1,748
Closed -$36.5K 699
2023
Q3
$36.5K Sell
1,748
-16
-0.9% -$334 0.02% 272
2023
Q2
$28K Sell
1,764
-38
-2% -$603 0.01% 319
2023
Q1
$33K Sell
1,802
-53
-3% -$971 0.02% 288
2022
Q4
$39K Hold
1,855
0.02% 266
2022
Q3
$30K Buy
1,855
+44
+2% +$712 0.02% 297
2022
Q2
$31K Hold
1,811
0.02% 298
2022
Q1
$36K Sell
1,811
-44
-2% -$875 0.01% 299
2021
Q4
$25K Sell
1,855
-74
-4% -$997 0.01% 383
2021
Q3
$25K Hold
1,929
0.01% 370
2021
Q2
$23K Buy
1,929
+1,472
+322% +$17.6K 0.01% 395
2021
Q1
$6K Sell
457
-16
-3% -$210 ﹤0.01% 692
2020
Q4
$6K Hold
473
﹤0.01% 650
2020
Q3
$6K Buy
473
+16
+4% +$203 ﹤0.01% 650
2020
Q2
$6K Sell
457
-50
-10% -$656 ﹤0.01% 597
2020
Q1
$6K Hold
507
﹤0.01% 588
2019
Q4
$13K Hold
507
0.01% 411
2019
Q3
$11K Sell
507
-4
-0.8% -$87 0.01% 423
2019
Q2
$11K Buy
511
+260
+104% +$5.6K 0.01% 420
2019
Q1
$7K Sell
251
-8
-3% -$223 0.01% 514
2018
Q4
$7K Hold
259
0.01% 476
2018
Q3
$10 Sell
259
-1
-0.4% 0.01% 426
2018
Q2
$11 Sell
260
-8
-3% 0.01% 439
2018
Q1
$10K Buy
+268
New +$10K 0.01% 439