Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$316K Buy
23,476
+5,121
+28% +$68.8K 0.01% 826
2023
Q3
$235K Buy
18,355
+1,264
+7% +$16.2K 0.01% 845
2023
Q2
$193K Buy
17,091
+1,435
+9% +$16.2K 0.01% 975
2023
Q1
$178K Buy
15,656
+1,161
+8% +$13.2K ﹤0.01% 1028
2022
Q4
$196K Buy
14,495
+768
+6% +$10.4K 0.03% 628
2022
Q3
$168K Buy
+13,727
New +$168K 0.02% 608
2017
Q3
Sell
-42,635
Closed -$709K 302
2017
Q2
$709K Buy
42,635
+3,201
+8% +$53.2K 0.08% 203
2017
Q1
$664K Buy
39,434
+6,382
+19% +$107K 0.1% 198
2016
Q4
$466K Buy
+33,052
New +$466K 0.11% 198