Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$686K Buy
+36,910
New +$686K 0.01% 567
2020
Q2
Sell
-7,129
Closed -$227K 993
2020
Q1
$227K Sell
7,129
-6,616
-48% -$211K ﹤0.01% 837
2019
Q4
$548K Buy
+13,745
New +$548K ﹤0.01% 979
2019
Q3
Sell
-7,820
Closed -$308K 1796
2019
Q2
$308K Buy
+7,820
New +$308K ﹤0.01% 1135
2017
Q4
Sell
-21,112
Closed -$722K 1780
2017
Q3
$722K Buy
+21,112
New +$722K ﹤0.01% 819