Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,000
Closed -$46K 987
2021
Q1
$46K Hold
1,000
0.02% 273
2020
Q4
$35K Hold
1,000
0.02% 299
2020
Q3
$32K Buy
+1,000
New +$32K 0.02% 301