Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-105
Closed -$8K 319
2023
Q4
$8K Sell
105
-3
-3% -$229 ﹤0.01% 364
2023
Q3
$6K Buy
+108
New +$6K ﹤0.01% 370
2019
Q2
Sell
-554
Closed -$26K 426
2019
Q1
$26K Buy
554
+73
+15% +$3.43K ﹤0.01% 382
2018
Q4
$23K Buy
481
+109
+29% +$5.21K ﹤0.01% 371
2018
Q3
$24K Buy
+372
New +$24K ﹤0.01% 320
2014
Q4
Sell
-1,834
Closed -$73K 371
2014
Q3
$73K Sell
1,834
-280
-13% -$11.1K ﹤0.01% 278
2014
Q2
$85K Sell
2,114
-200
-9% -$8.04K ﹤0.01% 285
2014
Q1
$82K Buy
2,314
+1,169
+102% +$41.4K ﹤0.01% 337
2013
Q4
$47K Sell
1,145
-685
-37% -$28.1K ﹤0.01% 364
2013
Q3
$78K Buy
+1,830
New +$78K ﹤0.01% 351