Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-16,240
Closed -$52K 602
2020
Q3
$52K Hold
16,240
﹤0.01% 453
2020
Q2
$39K Hold
16,240
﹤0.01% 365
2020
Q1
$40K Hold
16,240
﹤0.01% 360
2019
Q4
$101K Sell
16,240
-4,100
-20% -$25.5K 0.01% 385
2019
Q3
$127K Hold
20,340
0.01% 373
2019
Q2
$195K Hold
20,340
0.01% 346
2019
Q1
$281K Hold
20,340
0.02% 293
2018
Q4
$216K Hold
20,340
0.01% 305
2018
Q3
$458K Hold
20,340
0.02% 244
2018
Q2
$370K Hold
20,340
0.02% 268
2018
Q1
$379K Hold
20,340
0.02% 283
2017
Q4
$329K Hold
20,340
0.02% 299
2017
Q3
$319K Sell
20,340
-2,000
-9% -$31.4K 0.02% 323
2017
Q2
$356K Hold
22,340
0.02% 302
2017
Q1
$375K Buy
+22,340
New +$375K 0.02% 286