Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-51
Closed -$6.07K 3968
2023
Q4
$6.07K Hold
51
﹤0.01% 3058
2023
Q3
$5.94K Buy
+51
New +$5.94K ﹤0.01% 2747
2021
Q1
Sell
-18,348
Closed -$1.48M 1114
2020
Q4
$1.48M Buy
18,348
+1,998
+12% +$161K 0.05% 320
2020
Q3
$970K Sell
16,350
-1,797
-10% -$107K 0.03% 398
2020
Q2
$1.11M Buy
+18,147
New +$1.11M 0.04% 333