Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$239K Buy
+5,450
New +$239K ﹤0.01% 876
2019
Q2
Sell
-13,204
Closed -$406K 1816
2019
Q1
$406K Buy
+13,204
New +$406K ﹤0.01% 1017
2017
Q4
Sell
-12,232
Closed -$275K 1905
2017
Q3
$275K Sell
12,232
-920
-7% -$20.7K ﹤0.01% 1218
2017
Q2
$222K Buy
+13,152
New +$222K ﹤0.01% 1312
2015
Q3
Sell
-9,876
Closed -$122K 1971
2015
Q2
$122K Buy
+9,876
New +$122K ﹤0.01% 1290
2015
Q1
Sell
-139,204
Closed -$1.48M 1532
2014
Q4
$1.48M Buy
+139,204
New +$1.48M 0.01% 343
2014
Q2
Sell
-71,336
Closed -$652K 1594
2014
Q1
$652K Buy
+71,336
New +$652K 0.01% 573