Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-4,500
Closed -$770K 522
2019
Q4
$770K Sell
4,500
-2,700
-38% -$462K 0.04% 205
2019
Q3
$1.19M Buy
+7,200
New +$1.19M 0.08% 157
2018
Q1
Hold
0
483
2017
Q4
Hold
0
492
2017
Q2
Hold
0
512
2017
Q1
Hold
0
537
2016
Q4
Hold
0
557
2016
Q3
Hold
0
562