Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-2,129
Closed -$57K 2995
2020
Q2
$57K Buy
+2,129
New +$57K ﹤0.01% 1831
2020
Q1
Sell
-14,810
Closed -$541K 1282
2019
Q4
$541K Buy
14,810
+9,332
+170% +$341K 0.01% 708
2019
Q3
$201K Buy
+5,478
New +$201K 0.01% 1102