Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$298K Hold
2,537
0.16% 144
2022
Q2
$377K Buy
2,537
+205
+9% +$30.5K 0.17% 134
2022
Q1
$309K Hold
2,332
0.09% 193
2021
Q4
$347K Buy
2,332
+778
+50% +$116K 0.13% 151
2021
Q3
$239K Hold
1,554
0.07% 204
2021
Q2
$317K Hold
1,554
0.11% 171
2021
Q1
$338K Hold
1,554
0.14% 139
2020
Q4
$336K Buy
+1,554
New +$336K 0.19% 90