Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-81,074
Closed -$1.63M 526
2019
Q4
$1.63M Buy
81,074
+53,209
+191% +$1.07M 0.49% 72
2019
Q3
$551K Buy
+27,865
New +$551K 0.21% 143
2016
Q3
Sell
-5,957
Closed -$258K 444
2016
Q2
$258K Buy
+5,957
New +$258K 0.1% 291