2023-03 Monthly Summary

The sum of sells with gain-only are +$12,691.51

The sum of sells with lost-only are -$0.00

The net gain, including Robinwoods(bitcoin), is +$12,691.51

Year-To-Month gain, including Robinwoods(bitcoin), is +$33,682.97

Monthly gain per stock, sorted by the gain in 2023-03

All trades are based on the trade style described in

How to Be a Happy Active Stock Trader

Beating S&P 500 by 30% in Year 2020 with ANTS

2023-02 Monthly Summary

The sum of sells with gain-only are +$10,733.30

The sum of sells with lost-only are -$0.00

The net gain, including Robinwoods(bitcoin), is +$10,733.30

Year-To-Month gain, including Robinwoods(bitcoin), is +$20,873.54

All trades are based on the trade style described in

How to Be a Happy Active Stock Trader

Beating S&P 500 by 30% in Year 2020 with ANTS

2023-01 Monthly Summary

The sum of sells with gain-only are $10.140.24

The sum of sells with lost-only are -$0.00

The net gain, including Robinwoods(bitcoin), is $10.140.24

All trades are based on the trade style described in

How to Be a Happy Active Stock Trader

Beating S&P 500 by 30% in Year 2020 with ANTS

2023-01-31 Dow +1.09% Nasdaq +1.67% S&P 500 +1.46%

2022-12 Monthly Summary

Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only are $11,623.31

The sum of sells with lost-only are -$9192.00

The net gain, including Robinwoods(bitcoin), is -$2,431.31

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-11 Monthly Summary

Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only are $11,194.51

The sum of sells with lost-only are -$39,168.39

The net gain, including Robinwoods(bitcoin), is -$27,973.88

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-10 Monthly Summary

Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only are $6,632.67

The sum of sells with lost-only are -$23,770.01

The net gain, including Robinwoods(bitcoin), is -$17,282.51

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-09 Monthly Summary

Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only are $5,587.52

The sum of sells with lost-only are -$14,924.35

The net gain, including Robinwoods(bitcoin), is -$9,336.82

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-08 Monthly Summary

Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only are $10,159.94

The sum of sells with lost-only are -$7,240.00

The net gain, including Robinwoods(bitcoin), is $2,919.94

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-07 Monthly Summary

Started to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.

The sum of sells with gain-only, including Robinwoods(bitcoin), are $8,058.42

The sum of sells with lost-only are -$5,017.68

The net gain, including Robinwoods(bitcoin), is $3,040.73

I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.

2022-06 Monthly Summary

CHWY contributed $1069 in total.

All other short-term gains are around $7326

Year-To-Month gain, including Robinwoods(bitcoin), is $78,755.79

All trades are based on the trade style described in

How to Be a Happy Active Stock Trader

Beating S&P 500 by 30% in Year 2020 with ANTS

2022-06-30 Dow -0.82% Nasdaq -1.33% S&P 500 -0.88%