Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$225K Buy
+6,632
New +$225K 0.05% 350
2022
Q1
Sell
-13,344
Closed -$462K 779
2021
Q4
$462K Buy
+13,344
New +$462K 0.08% 302
2021
Q2
Sell
-12,456
Closed -$381K 723
2021
Q1
$381K Buy
+12,456
New +$381K 0.08% 337
2020
Q1
Sell
-17,405
Closed -$621K 586
2019
Q4
$621K Buy
17,405
+11,205
+181% +$400K 0.17% 204
2019
Q3
$231K Buy
+6,200
New +$231K 0.08% 320