| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,275
| Closed | -$66K | – | 404 |
|
|
2022
Q4 | $66K | Sell |
2,275
-1,522
| -40% | -$44.2K | ﹤0.01% | 334 |
|
|
2022
Q3 | $96K | Buy |
+3,797
| New | +$96K | 0.01% | 287 |
|
|
2022
Q2 | – | Sell |
-3,207
| Closed | -$92K | – | 478 |
|
|
2022
Q1 | $92K | Buy |
3,207
+1,652
| +106% | +$47.4K | ﹤0.01% | 310 |
|
|
2021
Q4 | $47K | Sell |
1,555
-1,325
| -46% | -$40K | ﹤0.01% | 361 |
|
|
2021
Q3 | $80K | Buy |
2,880
+1,395
| +94% | +$38.8K | ﹤0.01% | 296 |
|
|
2021
Q2 | $42K | Buy |
+1,485
| New | +$42K | ﹤0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-1,446
| Closed | -$39K | – | 446 |
|
|
2020
Q3 | $39K | Buy |
+1,446
| New | +$39K | ﹤0.01% | 330 |
|