Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-559
Closed -$2K 906
2020
Q2
$2K Buy
559
+2
+0.4% +$7 ﹤0.01% 812
2020
Q1
$1K Buy
+557
New +$1K ﹤0.01% 880
2019
Q2
Sell
-908
Closed -$4K 1027
2019
Q1
$4K Sell
908
-49
-5% -$216 ﹤0.01% 624
2018
Q4
$4K Sell
957
-2,024
-68% -$8.46K ﹤0.01% 572
2018
Q3
$15 Sell
2,981
-11
-0.4% 0.01% 345
2018
Q2
$16 Buy
2,992
+378
+14% +$2 0.01% 362
2018
Q1
$14K Buy
2,614
+257
+11% +$1.38K 0.01% 383
2017
Q4
$12K Buy
+2,357
New +$12K 0.01% 409