Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-146
Closed -$6.7K 767
2024
Q2
$6.7K Sell
146
-4
-3% -$184 ﹤0.01% 673
2024
Q1
$6.49K Buy
+150
New +$6.49K ﹤0.01% 679
2023
Q4
Sell
-77
Closed -$2.6K 732
2023
Q3
$2.6K Buy
77
+3
+4% +$101 ﹤0.01% 782
2023
Q2
$2K Sell
74
-4
-5% -$108 ﹤0.01% 817
2023
Q1
$3K Buy
78
+3
+4% +$115 ﹤0.01% 781
2022
Q4
$2K Sell
75
-26
-26% -$693 ﹤0.01% 801
2022
Q3
$3K Buy
101
+3
+3% +$89 ﹤0.01% 766
2022
Q2
$3K Sell
98
-47
-32% -$1.44K ﹤0.01% 771
2022
Q1
$5K Sell
145
-146
-50% -$5.03K ﹤0.01% 735
2021
Q4
$9K Sell
291
-2
-0.7% -$62 ﹤0.01% 614
2021
Q3
$8K Hold
293
﹤0.01% 633
2021
Q2
$9K Sell
293
-20
-6% -$614 ﹤0.01% 599
2021
Q1
$8K Sell
313
-1
-0.3% -$26 ﹤0.01% 607
2020
Q4
$8K Sell
314
-4
-1% -$102 ﹤0.01% 579
2020
Q3
$7K Buy
+318
New +$7K ﹤0.01% 608