Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-35
Closed -$2K 300
2020
Q4
$2K Hold
35
﹤0.01% 725
2020
Q3
$2K Hold
35
﹤0.01% 620
2020
Q2
$2K Buy
35
+15
+75% +$857 ﹤0.01% 596
2020
Q1
$1K Buy
+20
New +$1K ﹤0.01% 761