Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-756
Closed -$44K 658
2022
Q3
$44K Sell
756
-2,213
-75% -$129K ﹤0.01% 931
2022
Q2
$182K Buy
+2,969
New +$182K 0.01% 593
2021
Q4
Sell
-228
Closed -$14K 1578
2021
Q3
$14K Buy
+228
New +$14K ﹤0.01% 1149
2021
Q2
Sell
-324
Closed -$17K 1571
2021
Q1
$17K Sell
324
-239
-42% -$12.5K ﹤0.01% 995
2020
Q4
$24K Sell
563
-136
-19% -$5.8K ﹤0.01% 918
2020
Q3
$22K Sell
699
-123
-15% -$3.87K ﹤0.01% 846
2020
Q2
$24K Buy
822
+63
+8% +$1.84K ﹤0.01% 857
2020
Q1
$19K Buy
+759
New +$19K 0.01% 566
2019
Q3
Sell
-594
Closed -$21K 1186
2019
Q2
$21K Buy
594
+235
+65% +$8.31K 0.01% 774
2019
Q1
$13K Buy
+359
New +$13K 0.01% 730
2018
Q3
Sell
-61
Closed -$2K 1039
2018
Q2
$2K Sell
61
-162
-73% -$5.31K ﹤0.01% 775
2018
Q1
$6K Buy
223
+154
+223% +$4.14K ﹤0.01% 726
2017
Q4
$2K Buy
+69
New +$2K ﹤0.01% 700