Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-500
Closed -$37K 88
2020
Q1
$37K Hold
500
0.04% 53
2019
Q4
$49K Hold
500
0.07% 52
2019
Q3
$42K Hold
500
0.06% 47
2019
Q2
$40K Hold
500
0.05% 56
2019
Q1
$43K Hold
500
0.06% 56
2018
Q4
$32K Hold
500
0.09% 27
2018
Q3
$35K Hold
500
0.02% 41
2018
Q2
$31K Hold
500
0.01% 38
2018
Q1
$29K Hold
500
0.02% 34
2017
Q4
$30K Hold
500
0.03% 36
2017
Q3
$27K Hold
500
0.03% 24
2017
Q2
$26K Buy
+500
New +$26K 0.01% 25