Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-40,000
Closed -$188K 1551
2019
Q4
$188K Buy
40,000
+28,436
+246% +$134K ﹤0.01% 1386
2019
Q3
$80K Sell
11,564
-9,873
-46% -$68.3K ﹤0.01% 1574
2019
Q2
$161K Buy
+21,437
New +$161K ﹤0.01% 1350
2018
Q2
Hold
0
1774
2018
Q1
Sell
-31,000
Closed -$389K 1793
2017
Q4
$389K Buy
+31,000
New +$389K ﹤0.01% 1175