Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,023
Closed -$40.2K 3621
2023
Q2
$40.2K Sell
1,023
-263
-20% -$10.3K ﹤0.01% 1705
2023
Q1
$23.4K Sell
1,286
-3,111
-71% -$56.6K ﹤0.01% 1949
2022
Q4
$99K Sell
4,397
-3,526
-45% -$79.4K ﹤0.01% 1745
2022
Q3
$165K Buy
7,923
+521
+7% +$10.9K ﹤0.01% 1536
2022
Q2
$154K Hold
7,402
﹤0.01% 1440
2022
Q1
$154K Buy
7,402
+3,492
+89% +$72.7K ﹤0.01% 1440
2021
Q4
$151K Buy
3,910
+2,055
+111% +$79.4K ﹤0.01% 1074
2021
Q3
$61K Buy
1,855
+615
+50% +$20.2K ﹤0.01% 1461
2021
Q2
$41K Buy
1,240
+133
+12% +$4.4K ﹤0.01% 1613
2021
Q1
$33K Buy
1,107
+300
+37% +$8.94K ﹤0.01% 1621
2020
Q4
$22K Sell
807
-1,000
-55% -$27.3K ﹤0.01% 1764
2020
Q3
$46K Buy
1,807
+300
+20% +$7.64K ﹤0.01% 1322
2020
Q2
$34K Sell
1,507
-631
-30% -$14.2K ﹤0.01% 1373
2020
Q1
$42K Buy
2,138
+1,210
+130% +$23.8K ﹤0.01% 1206
2019
Q4
$23K Sell
928
-55
-6% -$1.36K ﹤0.01% 1572
2019
Q3
$20K Buy
+983
New +$20K ﹤0.01% 1772
2019
Q1
$37K Sell
1,930
-1,414
-42% -$27.1K 0.01% 1102
2018
Q4
$63K Sell
3,344
-6,335
-65% -$119K ﹤0.01% 1468
2018
Q3
$229K Buy
9,679
+6,591
+213% +$156K 0.01% 1003
2018
Q2
$67K Sell
3,088
-385
-11% -$8.35K ﹤0.01% 1723
2018
Q1
$93K Hold
3,473
﹤0.01% 1429
2017
Q4
$93K Sell
3,473
-1,533
-31% -$41.1K ﹤0.01% 1427
2017
Q3
$124K Sell
5,006
-1,546
-24% -$38.3K ﹤0.01% 1423
2017
Q2
$163K Buy
6,552
+2,721
+71% +$67.7K 0.01% 1240
2017
Q1
$90K Hold
3,831
﹤0.01% 1546
2016
Q4
$81K Sell
3,831
-186
-5% -$3.93K ﹤0.01% 1575
2016
Q3
$90K Buy
4,017
+297
+8% +$6.65K ﹤0.01% 1430
2016
Q2
$74K Buy
3,720
+1,790
+93% +$35.6K ﹤0.01% 1518
2016
Q1
$37K Sell
1,930
-928
-32% -$17.8K 0.01% 1102
2015
Q4
$51K Buy
+2,858
New +$51K ﹤0.01% 1611