Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,600
Closed -$58K 953
2021
Q2
$58K Buy
1,600
+350
+28% +$12.7K 0.02% 252
2021
Q1
$49K Hold
1,250
0.02% 264
2020
Q4
$61K Hold
1,250
0.03% 232
2020
Q3
$68K Buy
+1,250
New +$68K 0.04% 211