Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$63K Buy
+1,597
New +$63K 0.29% 190
2019
Q4
$567K Buy
11,827
+2,953
+33% +$142K 0.3% 46
2019
Q3
$438K Buy
+8,874
New +$438K 0.28% 179
2018
Q4
Sell
-3,756
Closed -$183K 461
2018
Q3
$183K Sell
3,756
-286
-7% -$13.9K 0.29% 165
2018
Q2
$174K Buy
+4,042
New +$174K 0.29% 170