Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
$517K Buy
3,507
+919
+36% +$135K 0.1% 156
2019
Q3
$356K Sell
2,588
-554
-18% -$76.2K 0.08% 189
2019
Q2
$455K Sell
3,142
-18
-0.6% -$2.61K 0.1% 167
2019
Q1
$548K Sell
3,160
-604
-16% -$105K 0.13% 138
2018
Q4
$601K Buy
+3,764
New +$601K 0.22% 114