Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-7,500
Closed -$482K 352
2019
Q4
$482K Sell
7,500
-26,200
-78% -$1.68M 0.02% 875
2019
Q3
$2.78M Buy
+33,700
New +$2.78M 0.14% 177