Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-6,127
Closed -$483K 404
2020
Q1
$483K Buy
+6,127
New +$483K 0.04% 189
2019
Q3
Sell
-1,800
Closed -$151K 455
2019
Q2
$151K Buy
+1,800
New +$151K 0.01% 387
2017
Q2
Hold
0
460
2017
Q1
Hold
0
473
2016
Q1
Sell
-4,684
Closed -$210K 464
2015
Q4
$210K Buy
+4,684
New +$210K 0.01% 392
2015
Q3
Sell
-4,684
Closed -$230K 548
2015
Q2
$230K Hold
4,684
0.01% 457
2015
Q1
$217K Hold
4,684
0.01% 447
2014
Q4
$211K Buy
+4,684
New +$211K 0.01% 465