Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,444
Closed -$637K 466
2023
Q2
$637K Buy
+3,444
New +$637K 0.52% 80
2021
Q2
Sell
-2,367
Closed -$508K 726
2021
Q1
$508K Sell
2,367
-3,092
-57% -$664K 0.1% 280
2020
Q4
$1.16M Sell
5,459
-1,159
-18% -$246K 0.24% 137
2020
Q3
$1.07M Buy
+6,618
New +$1.07M 0.41% 72
2019
Q2
Sell
-2,300
Closed -$458K 485
2019
Q1
$458K Buy
+2,300
New +$458K 0.16% 200