Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-62
Closed -$14K 805
2024
Q3
$14K Buy
+62
New +$14K ﹤0.01% 454
2021
Q1
Sell
-12
Closed -$2K 879
2020
Q4
$2K Sell
12
-3
-20% -$500 ﹤0.01% 756
2020
Q3
$2K Hold
15
﹤0.01% 684
2020
Q2
$2K Hold
15
﹤0.01% 663
2020
Q1
$2K Hold
15
﹤0.01% 607
2019
Q4
$2K Hold
15
﹤0.01% 642
2019
Q3
$2K Buy
15
+2
+15% +$267 ﹤0.01% 656
2019
Q2
$2K Hold
13
﹤0.01% 635
2019
Q1
$2K Buy
+13
New +$2K ﹤0.01% 604