Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-5,011
Closed -$84.7K 1493
2022
Q2
$84.7K Buy
+5,011
New +$84.7K ﹤0.01% 890
2020
Q1
Sell
-18,133
Closed -$606K 1872
2019
Q4
$606K Buy
+18,133
New +$606K ﹤0.01% 939
2019
Q3
Sell
-30,534
Closed -$1.53M 2098
2019
Q2
$1.53M Buy
+30,534
New +$1.53M 0.01% 538
2018
Q4
Sell
-3,430
Closed -$271K 1919
2018
Q3
$271K Buy
+3,430
New +$271K ﹤0.01% 1218
2018
Q2
Sell
-3,777
Closed -$281K 2001
2018
Q1
$281K Sell
3,777
-3,006
-44% -$224K ﹤0.01% 1172
2017
Q4
$538K Buy
+6,783
New +$538K ﹤0.01% 1034
2017
Q3
Sell
-8,861
Closed -$478K 1906
2017
Q2
$478K Sell
8,861
-1,373
-13% -$74.1K ﹤0.01% 990
2017
Q1
$627K Buy
10,234
+5,726
+127% +$351K ﹤0.01% 844
2016
Q4
$257K Buy
+4,508
New +$257K ﹤0.01% 1025
2015
Q3
Sell
-37
Closed -$1K 2596
2015
Q2
$1K Buy
+37
New +$1K ﹤0.01% 2364
2013
Q4
Hold
0
1656
2013
Q3
Hold
0
1595