Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-112,066
Closed -$1.54M 1168
2021
Q1
$1.54M Buy
112,066
+117
+0.1% +$1.6K 0.01% 448
2020
Q4
$1.2M Buy
+111,949
New +$1.2M 0.01% 490