Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-220
Closed -$4K 933
2020
Q2
$4K Hold
220
﹤0.01% 678
2020
Q1
$4K Sell
220
-246
-53% -$4.47K ﹤0.01% 654
2019
Q4
$14K Hold
466
0.01% 389
2019
Q3
$15K Sell
466
-61
-12% -$1.96K 0.01% 360
2019
Q2
$17K Sell
527
-83
-14% -$2.68K 0.01% 343
2019
Q1
$21K Buy
610
+1
+0.2% +$34 0.02% 309
2018
Q4
$19K Hold
609
0.02% 297
2018
Q3
$20 Buy
609
+3
+0.5% 0.01% 306
2018
Q2
$23 Buy
606
+45
+8% +$2 0.01% 315
2018
Q1
$20K Buy
561
+164
+41% +$5.85K 0.01% 330
2017
Q4
$13K Buy
+397
New +$13K 0.01% 399