Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-7
Closed -$1K 162
2022
Q3
$1K Buy
+7
New +$1K ﹤0.01% 127
2022
Q1
$1K Buy
+7
New +$1K ﹤0.01% 139
2021
Q2
$1.21M Sell
4,134
-3,324
-45% -$969K 0.52% 33
2021
Q1
$1.81M Sell
7,458
-2,551
-25% -$619K 0.9% 21
2020
Q4
$2.34M Buy
+10,009
New +$2.34M 1.19% 17
2019
Q4
$1K Sell
11
-8
-42% -$727 ﹤0.01% 114
2019
Q3
$2K Sell
19
-4,506
-100% -$474K ﹤0.01% 109
2019
Q2
$518K Buy
4,525
+2,531
+127% +$290K 0.5% 44
2019
Q1
$207K Sell
1,994
-208
-9% -$21.6K 0.21% 39
2018
Q4
$185K Sell
2,202
-690
-24% -$58K 0.39% 19
2018
Q3
$254K Sell
2,892
-4,087
-59% -$359K 0.17% 48
2018
Q2
$581K Sell
6,979
-4,934
-41% -$411K 0.48% 44
2018
Q1
$904K Buy
+11,913
New +$904K 0.84% 31
2016
Q2
Sell
-6,172
Closed -$238K 40
2016
Q1
$238K Buy
+6,172
New +$238K 0.21% 33