Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-33,877
Closed -$150K 326
2019
Q4
$150K Buy
33,877
+20,262
+149% +$89.7K 0.01% 1186
2019
Q3
$61K Buy
+13,615
New +$61K ﹤0.01% 1302