Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-1,000
Closed -$20K 666
2021
Q3
$20K Hold
1,000
﹤0.01% 1206
2021
Q2
$26K Hold
1,000
﹤0.01% 1172
2021
Q1
$20K Hold
1,000
﹤0.01% 964
2020
Q4
$22K Buy
+1,000
New +$22K ﹤0.01% 724