Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-644
Closed -$10K 598
2020
Q3
$10K Buy
644
+22
+4% +$342 ﹤0.01% 399
2020
Q2
$11K Buy
622
+21
+3% +$371 ﹤0.01% 391
2020
Q1
$7K Buy
601
+17
+3% +$198 ﹤0.01% 446
2019
Q4
$15K Buy
584
+16
+3% +$411 ﹤0.01% 385
2019
Q3
$16K Buy
568
+14
+3% +$394 ﹤0.01% 361
2019
Q2
$18K Buy
554
+11
+2% +$357 ﹤0.01% 326
2019
Q1
$18K Hold
543
﹤0.01% 314
2018
Q4
$16K Hold
543
﹤0.01% 361
2018
Q3
$19K Hold
543
﹤0.01% 373
2018
Q2
$19K Hold
543
﹤0.01% 365
2018
Q1
$18K Hold
543
﹤0.01% 365
2017
Q4
$19K Buy
+543
New +$19K ﹤0.01% 359