Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-165
Closed -$20.9K 659
2023
Q1
$20.9K Hold
165
﹤0.01% 682
2022
Q4
$17.9K Buy
165
+31
+23% +$3.36K ﹤0.01% 749
2022
Q3
$9K Sell
134
-122
-48% -$8.19K ﹤0.01% 1058
2022
Q2
$12K Buy
256
+38
+17% +$1.78K ﹤0.01% 888
2022
Q1
$16K Sell
218
-135
-38% -$9.91K ﹤0.01% 795
2021
Q4
$45K Hold
353
0.01% 438
2021
Q3
$51K Buy
353
+59
+20% +$8.52K 0.01% 396
2021
Q2
$34K Buy
294
+31
+12% +$3.59K 0.01% 462
2021
Q1
$21K Buy
263
+140
+114% +$11.2K 0.01% 540
2020
Q4
$8K Hold
123
﹤0.01% 681
2020
Q3
$5K Hold
123
﹤0.01% 739
2020
Q2
$5K Buy
+123
New +$5K ﹤0.01% 716
2020
Q1
Sell
-83
Closed -$3K 1512
2019
Q4
$3K Hold
83
﹤0.01% 998
2019
Q3
$2K Buy
+83
New +$2K ﹤0.01% 1048
2019
Q1
Sell
-99
Closed -$3K 1419
2018
Q4
$3K Buy
+99
New +$3K ﹤0.01% 875