Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-65
Closed -$8K 977
2019
Q4
$8K Hold
65
0.01% 491
2019
Q3
$7K Hold
65
0.01% 511
2019
Q2
$8K Sell
65
-1
-2% -$123 0.01% 473
2019
Q1
$11K Buy
66
+24
+57% +$4K 0.01% 419
2018
Q4
$7K Sell
42
-14
-25% -$2.33K 0.01% 462
2018
Q3
$10 Hold
56
0.01% 417
2018
Q2
$14 Hold
56
0.01% 392
2018
Q1
$12K Sell
56
-1
-2% -$214 0.01% 409
2017
Q4
$13K Buy
+57
New +$13K 0.01% 396