Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-296
Closed -$25K 1121
2021
Q1
$25K Hold
296
﹤0.01% 716
2020
Q4
$22K Sell
296
-69
-19% -$5.13K ﹤0.01% 752
2020
Q3
$18K Buy
+365
New +$18K ﹤0.01% 749