Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,586
Closed -$54K 3166
2021
Q1
$54K Buy
1,586
+164
+12% +$5.58K ﹤0.01% 1138
2020
Q4
$37K Buy
1,422
+154
+12% +$4.01K ﹤0.01% 1212
2020
Q3
$25K Sell
1,268
-550
-30% -$10.8K ﹤0.01% 1337
2020
Q2
$41K Buy
1,818
+297
+20% +$6.7K ﹤0.01% 1121
2020
Q1
$34K Buy
+1,521
New +$34K ﹤0.01% 1085
2019
Q2
Sell
-1,489
Closed -$25K 2495
2019
Q1
$25K Buy
+1,489
New +$25K ﹤0.01% 1123
2017
Q1
Sell
-650
Closed -$16K 2128
2016
Q4
$16K Buy
+650
New +$16K ﹤0.01% 959