Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-91
Closed -$109K 1560
2020
Q4
$109K Buy
91
+3
+3% +$3.59K ﹤0.01% 1356
2020
Q3
$89K Buy
+88
New +$89K ﹤0.01% 1267
2018
Q4
Sell
-117
Closed -$263K 1086
2018
Q3
$263K Buy
+117
New +$263K 0.01% 976
2018
Q2
Sell
-106
Closed -$267K 1205
2018
Q1
$267K Buy
106
+51
+93% +$128K 0.01% 884
2017
Q4
$106K Buy
+55
New +$106K 0.01% 957