Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-10,587
Closed -$35K 454
2019
Q4
$35K Sell
10,587
-5,871
-36% -$19.4K 0.01% 367
2019
Q3
$55K Buy
+16,458
New +$55K 0.02% 341
2015
Q3
Sell
-261,698
Closed -$521K 321
2015
Q2
$521K Hold
261,698
0.29% 129
2015
Q1
$615K Hold
261,698
0.34% 105
2014
Q4
$707K Buy
261,698
+124,800
+91% +$337K 0.42% 85
2014
Q3
$371K Buy
+136,898
New +$371K 0.28% 145