Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-567
Closed -$76K 1188
2021
Q1
$76K Hold
567
﹤0.01% 529
2020
Q4
$77K Sell
567
-133
-19% -$18.1K ﹤0.01% 522
2020
Q3
$58K Buy
+700
New +$58K ﹤0.01% 537