Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Hold
0
837
2020
Q4
Sell
-213
Closed -$17K 699
2020
Q3
$17K Hold
213
﹤0.01% 487
2020
Q2
$18K Buy
213
+126
+145% +$10.6K ﹤0.01% 380
2020
Q1
$5K Sell
87
-9,114
-99% -$524K ﹤0.01% 393
2019
Q4
$628K Buy
9,201
+900
+11% +$61.4K 0.03% 220
2019
Q3
$481K Buy
8,301
+2,700
+48% +$156K 0.03% 247
2019
Q2
$268K Buy
5,601
+1,300
+30% +$62.2K 0.02% 307
2019
Q1
$171K Buy
+4,301
New +$171K 0.01% 344