Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-4,085
Closed -$31K 314
2024
Q2
$31K Hold
4,085
﹤0.01% 564
2024
Q1
$27.5K Hold
4,085
﹤0.01% 493
2023
Q4
$27.9K Hold
4,085
﹤0.01% 651
2023
Q3
$24.5K Hold
4,085
﹤0.01% 639
2023
Q2
$24.6K Hold
4,085
﹤0.01% 651
2023
Q1
$29.5K Hold
4,085
﹤0.01% 595
2022
Q4
$37.1K Hold
4,085
﹤0.01% 564
2022
Q3
$31K Hold
4,085
﹤0.01% 568
2022
Q2
$25K Sell
4,085
-1,900
-32% -$11.6K ﹤0.01% 599
2022
Q1
$45K Hold
5,985
﹤0.01% 492
2021
Q4
$50K Hold
5,985
﹤0.01% 482
2021
Q3
$48K Hold
5,985
﹤0.01% 480
2021
Q2
$65K Hold
5,985
﹤0.01% 434
2021
Q1
$51K Hold
5,985
﹤0.01% 461
2020
Q4
$49K Hold
5,985
﹤0.01% 406
2020
Q3
$49K Buy
+5,985
New +$49K ﹤0.01% 409
2019
Q4
Sell
-124
Closed -$1K 1087
2019
Q3
$1K Buy
+124
New +$1K ﹤0.01% 963