Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-28,638
Closed -$1.07M 849
2020
Q2
$1.07M Sell
28,638
-46,800
-62% -$1.75M 0.03% 316
2020
Q1
$2.76M Buy
75,438
+4,430
+6% +$162K 0.08% 166
2019
Q4
$3.32M Buy
71,008
+27,800
+64% +$1.3M 0.08% 188
2019
Q3
$2.09M Buy
+43,208
New +$2.09M 0.05% 251