Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Hold
0
784
2023
Q2
Hold
0
874
2023
Q1
Hold
0
1079
2022
Q4
Hold
0
1157
2022
Q3
Hold
0
1284
2022
Q2
Sell
-47,733
Closed -$208K 1462
2022
Q1
$208K Sell
47,733
-19,942
-29% -$86.9K 0.01% 404
2021
Q4
$366K Buy
+67,675
New +$366K 0.01% 437
2021
Q3
Hold
0
1529
2021
Q2
Hold
0
1448
2021
Q1
Hold
0
1426
2020
Q4
Hold
0
1301
2020
Q3
Hold
0
1070
2020
Q2
Hold
0
993
2020
Q1
Hold
0
835
2019
Q4
Hold
0
839
2019
Q3
Hold
0
825