Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-4,419
Closed -$78K 1210
2021
Q2
$78K Buy
+4,419
New +$78K 0.01% 1054
2019
Q4
Sell
-4,122
Closed -$68K 1084
2019
Q3
$68K Sell
4,122
-1,560
-27% -$25.7K 0.01% 890
2019
Q2
$183K Buy
+5,682
New +$183K 0.03% 829
2019
Q1
Sell
-9,432
Closed -$203K 1106
2018
Q4
$203K Buy
9,432
+7,326
+348% +$158K 0.04% 822
2018
Q3
$27K Sell
2,106
-434
-17% -$5.56K ﹤0.01% 980
2018
Q2
$37K Buy
2,540
+454
+22% +$6.61K 0.01% 935
2018
Q1
$32K Buy
+2,086
New +$32K ﹤0.01% 998
2017
Q2
Sell
-4,274
Closed -$119K 1116
2017
Q1
$119K Buy
+4,274
New +$119K 0.03% 886