Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-370
Closed -$15K 850
2022
Q2
$15K Hold
370
﹤0.01% 432
2022
Q1
$21K Hold
370
0.01% 386
2021
Q4
$25K Buy
370
+143
+63% +$9.66K 0.01% 368
2021
Q3
$16K Hold
227
﹤0.01% 436
2021
Q2
$16K Hold
227
﹤0.01% 430
2021
Q1
$14K Hold
227
﹤0.01% 414
2020
Q4
$11K Hold
227
﹤0.01% 397
2020
Q3
$12K Hold
227
0.01% 344
2020
Q2
$12K Hold
227
0.01% 322
2020
Q1
$7K Hold
227
﹤0.01% 367
2019
Q4
$8K Hold
227
﹤0.01% 407
2019
Q3
$9K Buy
227
+40
+21% +$1.59K ﹤0.01% 365
2019
Q2
$7K Hold
187
﹤0.01% 401
2019
Q1
$7K Hold
187
﹤0.01% 401
2018
Q4
$5K Hold
187
﹤0.01% 365
2018
Q3
$6K Hold
187
﹤0.01% 354
2018
Q2
$7K Sell
187
-48
-20% -$1.8K ﹤0.01% 319
2018
Q1
$9K Hold
235
0.01% 275
2017
Q4
$9K Buy
+235
New +$9K 0.01% 292