Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$37K Buy
980
+300
+44% +$11.3K 0.02% 143
2022
Q1
$34K Sell
680
-1,000
-60% -$50K 0.02% 158
2021
Q4
$87K Hold
1,680
0.05% 110
2021
Q3
$90K Buy
1,680
+800
+91% +$42.9K 0.05% 101
2021
Q2
$49K Sell
880
-265
-23% -$14.8K 0.03% 133
2021
Q1
$73K Sell
1,145
-22,096
-95% -$1.41M 0.04% 114
2020
Q4
$1.16M Buy
23,241
+180
+0.8% +$8.97K 0.74% 46
2020
Q3
$1.19M Sell
23,061
-161
-0.7% -$8.34K 0.86% 41
2020
Q2
$1.39M Sell
23,222
-90
-0.4% -$5.38K 1.08% 36
2020
Q1
$1.26M Hold
23,312
1.13% 36
2019
Q4
$1.4M Sell
23,312
-88
-0.4% -$5.27K 1.1% 40
2019
Q3
$1.21M Sell
23,400
-411
-2% -$21.2K 1.03% 43
2019
Q2
$1.14M Sell
23,811
-1,045
-4% -$50K 1.14% 37
2019
Q1
$1.34M Buy
+24,856
New +$1.34M 1.4% 35
2018
Q4
Sell
-25,496
Closed -$1.21M 39
2018
Q3
$1.21M Buy
25,496
+2,206
+9% +$104K 1.07% 41
2018
Q2
$1.16M Sell
23,290
-1,185
-5% -$58.9K 1.13% 39
2018
Q1
$1.28M Sell
24,475
-4,127
-14% -$215K 1.26% 35
2017
Q4
$1.32M Buy
+28,602
New +$1.32M 1.28% 35