Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-550
Closed -$4.57K 3381
2023
Q3
$4.57K Buy
+550
New +$4.57K ﹤0.01% 2544
2022
Q4
Sell
-616
Closed -$18K 4874
2022
Q3
$18K Buy
616
+3
+0.5% +$88 ﹤0.01% 3213
2022
Q2
$18K Hold
613
﹤0.01% 2968
2022
Q1
$18K Buy
+613
New +$18K ﹤0.01% 2968
2018
Q4
Sell
-375
Closed -$2K 3856
2018
Q3
$2K Buy
375
+175
+88% +$933 ﹤0.01% 3556
2018
Q2
$1K Hold
200
﹤0.01% 3735
2018
Q1
$2K Hold
200
﹤0.01% 3554
2017
Q4
$2K Hold
200
﹤0.01% 3554
2017
Q3
$2K Sell
200
-200
-50% -$2K ﹤0.01% 3768
2017
Q2
$3K Sell
400
-500
-56% -$3.75K ﹤0.01% 3614
2017
Q1
$10K Hold
900
﹤0.01% 2903
2016
Q4
$12K Hold
900
﹤0.01% 2789
2016
Q3
$12K Hold
900
﹤0.01% 2722
2016
Q2
$14K Buy
+900
New +$14K ﹤0.01% 2584
2016
Q1
Sell
-900
Closed -$10K 3508
2015
Q4
$10K Buy
+900
New +$10K ﹤0.01% 2583