Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-730
Closed -$5K 985
2020
Q1
$5K Hold
730
﹤0.01% 605
2019
Q4
$15K Hold
730
0.01% 375
2019
Q3
$15K Sell
730
-5
-0.7% -$103 0.01% 358
2019
Q2
$19K Hold
735
0.01% 326
2019
Q1
$19K Buy
735
+422
+135% +$10.9K 0.01% 325
2018
Q4
$7K Hold
313
0.01% 461
2018
Q3
$8 Sell
313
-5
-2% 0.01% 451
2018
Q2
$9 Sell
318
-7
-2% 0.01% 464
2018
Q1
$8K Sell
325
-7
-2% -$172 0.01% 464
2017
Q4
$8K Buy
+332
New +$8K 0.01% 460