Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$420K Sell
5,215
-45
-0.9% -$3.62K ﹤0.01% 2042
2020
Q3
$312K Sell
5,260
-68
-1% -$4.03K ﹤0.01% 2059
2020
Q2
$325K Buy
5,328
+11
+0.2% +$671 ﹤0.01% 1986
2020
Q1
$200K Buy
5,317
+1,326
+33% +$49.9K ﹤0.01% 2094
2019
Q4
$226K Sell
3,991
-156
-4% -$8.83K ﹤0.01% 2165
2019
Q3
$258K Sell
4,147
-333
-7% -$20.7K ﹤0.01% 2081
2019
Q2
$304K Sell
4,480
-178
-4% -$12.1K ﹤0.01% 2017
2019
Q1
$278K Buy
+4,658
New +$278K ﹤0.01% 2036