Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-15,419
Closed -$59K 1036
2022
Q3
$59K Buy
+15,419
New +$59K ﹤0.01% 1075
2022
Q2
Hold
0
1201
2022
Q1
Hold
0
1545
2021
Q4
Sell
-25,227
Closed -$690K 1714
2021
Q3
$690K Buy
25,227
+2,430
+11% +$66.5K ﹤0.01% 850
2021
Q2
$989K Buy
22,797
+5,919
+35% +$257K ﹤0.01% 631
2021
Q1
$854K Buy
16,878
+6,066
+56% +$307K ﹤0.01% 681
2020
Q4
$422K Buy
+10,812
New +$422K ﹤0.01% 920
2020
Q3
Hold
0
1257