Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-4,276
Closed -$142K 483
2020
Q4
$142K Hold
4,276
﹤0.01% 169
2020
Q3
$137K Hold
4,276
﹤0.01% 147
2020
Q2
$118K Hold
4,276
﹤0.01% 162
2020
Q1
$69K Sell
4,276
-515
-11% -$8.31K ﹤0.01% 180
2019
Q4
$114K Hold
4,791
﹤0.01% 172
2019
Q3
$88K Buy
4,791
+207
+5% +$3.8K ﹤0.01% 175
2019
Q2
$117K Sell
4,584
-62,366
-93% -$1.59M ﹤0.01% 124
2019
Q1
$1.95M Buy
66,950
+13,600
+25% +$395K 0.09% 46
2018
Q4
$700K Sell
53,350
-150
-0.3% -$1.97K 0.03% 89
2018
Q3
$1.08M Buy
+53,500
New +$1.08M 0.06% 85