Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$401K Buy
+7,614
New +$401K 0.01% 666
2021
Q1
Sell
-3,751
Closed -$360K 1224
2020
Q4
$360K Buy
3,751
+387
+12% +$37.1K 0.01% 550
2020
Q3
$204K Buy
3,364
+183
+6% +$11.1K 0.01% 628
2020
Q2
$211K Sell
3,181
-225
-7% -$14.9K 0.01% 515
2020
Q1
$190K Buy
+3,406
New +$190K 0.01% 426