Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Hold
0
713
2020
Q4
Hold
0
576
2020
Q3
Hold
0
517
2020
Q2
Sell
-2,445
Closed -$196K 412
2020
Q1
$196K Buy
2,445
+1,578
+182% +$126K 0.02% 278
2019
Q4
$372K Buy
+867
New +$372K 0.02% 273
2019
Q1
Hold
0
407
2018
Q4
Hold
0
408
2018
Q3
Hold
0
414
2018
Q2
Hold
0
418
2018
Q1
Hold
0
418
2017
Q4
Hold
0
445
2017
Q3
Hold
0
459