Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-3,353
Closed -$123K 566
2020
Q1
$123K Buy
+3,353
New +$123K 0.01% 156
2018
Q4
Sell
-618
Closed -$25K 297
2018
Q3
$25K Buy
618
+519
+524% +$21K ﹤0.01% 147
2018
Q2
$4K Buy
+99
New +$4K ﹤0.01% 196