Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-379
Closed -$27.1K 803
2024
Q2
$27.1K Buy
379
+1
+0.3% +$71 0.01% 350
2024
Q1
$30.7K Buy
+378
New +$30.7K 0.01% 320
2023
Q4
Sell
-384
Closed -$25.4K 770
2023
Q3
$25.4K Sell
384
-7
-2% -$462 0.01% 326
2023
Q2
$29K Sell
391
-6
-2% -$445 0.01% 313
2023
Q1
$31K Sell
397
-1
-0.3% -$78 0.01% 303
2022
Q4
$30K Hold
398
0.02% 300
2022
Q3
$28K Sell
398
-9
-2% -$633 0.01% 308
2022
Q2
$35K Hold
407
0.02% 282
2022
Q1
$33K Sell
407
-4
-1% -$324 0.01% 314
2021
Q4
$32K Sell
411
-15
-4% -$1.17K 0.01% 328
2021
Q3
$34K Hold
426
0.01% 312
2021
Q2
$32K Sell
426
-2
-0.5% -$150 0.01% 329
2021
Q1
$34K Sell
428
-18
-4% -$1.43K 0.02% 314
2020
Q4
$33K Hold
446
0.02% 308
2020
Q3
$32K Hold
446
0.02% 300
2020
Q2
$24K Buy
+446
New +$24K 0.01% 312
2020
Q1
Sell
-20
Closed -$2K 1044
2019
Q4
$2K Buy
+20
New +$2K ﹤0.01% 807