Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,979
Closed -$409K 609
2022
Q3
$409K Sell
5,979
-5,135
-46% -$351K 0.06% 491
2022
Q2
$725K Buy
+11,114
New +$725K 0.06% 498
2019
Q2
Sell
-99,800
Closed -$2.96M 410
2019
Q1
$2.96M Sell
99,800
-34,743
-26% -$1.03M 0.17% 156
2018
Q4
$3.57M Buy
+134,543
New +$3.57M 0.2% 147
2013
Q3
Sell
-37,702
Closed -$1.2M 1469
2013
Q2
$1.2M Buy
+37,702
New +$1.2M 0.03% 744