Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-112
| Closed | -$5K | – | 381 |
|
2023
Q4 | $5K | Buy |
112
+99
| +762% | +$4.42K | ﹤0.01% | 370 |
|
2023
Q3 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 360 |
|
2022
Q3 | – | Sell |
-716
| Closed | -$30K | – | 440 |
|
2022
Q2 | $30K | Buy |
+716
| New | +$30K | ﹤0.01% | 408 |
|
2020
Q4 | – | Sell |
-570
| Closed | -$37K | – | 437 |
|
2020
Q3 | $37K | Buy |
+570
| New | +$37K | ﹤0.01% | 340 |
|