Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-6,319
Closed -$136K 1539
2021
Q1
$136K Buy
+6,319
New +$136K 0.02% 1008
2019
Q3
Sell
-9,858
Closed -$208K 1295
2019
Q2
$208K Buy
9,858
+5,702
+137% +$120K 0.04% 796
2019
Q1
$90K Buy
+4,156
New +$90K 0.01% 900
2018
Q3
Sell
-6,328
Closed -$143K 1346
2018
Q2
$143K Sell
6,328
-6,003
-49% -$136K 0.02% 881
2018
Q1
$428K Buy
+12,331
New +$428K 0.06% 553