Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-192
Closed -$2K 1016
2020
Q2
$2K Sell
192
-9
-4% -$94 ﹤0.01% 873
2020
Q1
$2K Buy
201
+17
+9% +$169 ﹤0.01% 849
2019
Q4
$4K Buy
184
+107
+139% +$2.33K ﹤0.01% 682
2019
Q3
$1K Buy
+77
New +$1K ﹤0.01% 884
2019
Q2
Sell
-78
Closed -$1K 1083
2019
Q1
$1K Hold
78
﹤0.01% 992
2018
Q4
$1K Hold
78
﹤0.01% 976
2018
Q3
$1 Hold
78
﹤0.01% 936
2018
Q2
$1 Hold
78
﹤0.01% 967
2018
Q1
$2K Hold
78
﹤0.01% 810
2017
Q4
$2K Buy
+78
New +$2K ﹤0.01% 696