Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,463
Closed -$114K 321
2022
Q3
$114K Buy
2,463
+1,488
+153% +$68.9K ﹤0.01% 691
2022
Q2
$48K Buy
975
+747
+328% +$36.8K ﹤0.01% 935
2022
Q1
$13K Buy
+228
New +$13K ﹤0.01% 1079
2021
Q2
Sell
-207
Closed -$7K 1433
2021
Q1
$7K Buy
207
+66
+47% +$2.23K ﹤0.01% 1106
2020
Q4
$5K Buy
+141
New +$5K ﹤0.01% 1129
2020
Q3
Sell
-39
Closed -$1K 1242
2020
Q2
$1K Sell
39
-369
-90% -$9.46K ﹤0.01% 1085
2020
Q1
$7K Buy
+408
New +$7K ﹤0.01% 732
2019
Q3
Sell
-36
Closed -$1K 1058
2019
Q2
$1K Buy
+36
New +$1K ﹤0.01% 1031
2019
Q1
Sell
-9
Closed 1058
2018
Q4
$0 Buy
+9
New ﹤0.01% 942