Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-15,000
Closed -$27K 522
2020
Q1
$27K Buy
15,000
+1,000
+7% +$1.8K ﹤0.01% 215
2019
Q4
$64K Buy
14,000
+2,000
+17% +$9.14K ﹤0.01% 181
2019
Q3
$83K Hold
12,000
﹤0.01% 176
2019
Q2
$321K Buy
+12,000
New +$321K 0.01% 109