Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,656
Closed -$197K 582
2021
Q3
$197K Buy
+2,656
New +$197K ﹤0.01% 246
2021
Q2
Sell
-5,152
Closed -$269K 717
2021
Q1
$269K Buy
5,152
+1,087
+27% +$56.8K ﹤0.01% 175
2020
Q4
$204K Buy
+4,065
New +$204K ﹤0.01% 162
2020
Q2
Sell
-35
Closed 537
2020
Q1
$0 Hold
35
﹤0.01% 590
2019
Q4
$1K Sell
35
-96
-73% -$2.74K ﹤0.01% 468
2019
Q3
$2K Buy
+131
New +$2K ﹤0.01% 359