Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,879
Closed -$219K 337
2019
Q4
$219K Sell
3,879
-1,200
-24% -$67.7K ﹤0.01% 316
2019
Q3
$296K Buy
5,079
+400
+9% +$23.3K ﹤0.01% 312
2019
Q2
$290K Buy
+4,679
New +$290K ﹤0.01% 320