Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,000
Closed -$11K 946
2023
Q1
$11K Hold
1,000
0.01% 508
2022
Q4
$9K Hold
1,000
﹤0.01% 526
2022
Q3
$10K Hold
1,000
0.01% 506
2022
Q2
$13K Hold
1,000
0.01% 462
2022
Q1
$36K Hold
1,000
0.01% 300
2021
Q4
$47K Hold
1,000
0.02% 273
2021
Q3
$74K Hold
1,000
0.03% 228
2021
Q2
$71K Hold
1,000
0.03% 234
2021
Q1
$52K Hold
1,000
0.03% 260
2020
Q4
$50K Hold
1,000
0.03% 254
2020
Q3
$46K Hold
1,000
0.02% 258
2020
Q2
$23K Hold
1,000
0.01% 320
2020
Q1
$18K Buy
+1,000
New +$18K 0.01% 356