Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$163K Buy
271
+35
+15% +$21.1K 0.01% 977
2021
Q3
$237K Buy
236
+3
+1% +$3.01K 0.02% 759
2021
Q2
$292K Sell
233
-1
-0.4% -$1.25K 0.02% 692
2021
Q1
$268K Buy
234
+143
+157% +$164K 0.02% 668
2020
Q4
$109K Buy
91
+16
+21% +$19.2K 0.01% 930
2020
Q3
$76K Buy
+75
New +$76K 0.01% 966
2020
Q2
Sell
-58
Closed -$37K 1975
2020
Q1
$37K Sell
58
-3
-5% -$1.91K ﹤0.01% 1085
2019
Q4
$44K Buy
61
+6
+11% +$4.33K ﹤0.01% 1242
2019
Q3
$27K Sell
55
-1
-2% -$491 ﹤0.01% 1334
2019
Q2
$64K Buy
56
+16
+40% +$18.3K 0.01% 1088
2019
Q1
$85K Buy
40
+29
+264% +$61.6K 0.02% 582
2018
Q4
$16K Buy
+11
New +$16K ﹤0.01% 1187