Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-21,970
Closed -$568K 137
2020
Q3
$568K Buy
+21,970
New +$568K 0.29% 46
2020
Q2
Sell
-8,073
Closed -$203K 294
2020
Q1
$203K Buy
8,073
+3,168
+65% +$79.7K 0.2% 200
2019
Q4
$208K Buy
+4,905
New +$208K 0.16% 214