Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-921
Closed -$62K 85
2020
Q1
$62K Sell
921
-139
-13% -$9.36K 0.13% 94
2019
Q4
$147K Hold
1,060
0.19% 104
2019
Q3
$124K Buy
+1,060
New +$124K 0.07% 103