Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-9,167
Closed -$5.84M 133
2020
Q1
$5.84M Buy
9,167
+3,602
+65% +$2.29M 0.85% 33
2019
Q4
$4.01M Buy
+5,565
New +$4.01M 0.37% 58