Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$254K Sell
5,517
-238
-4% -$11K 0.1% 223
2020
Q3
$271K Buy
5,755
+130
+2% +$6.12K 0.13% 201
2020
Q2
$287K Sell
5,625
-691
-11% -$35.3K 0.14% 192
2020
Q1
$299K Sell
6,316
-683
-10% -$32.3K 0.16% 178
2019
Q4
$411K Sell
6,999
-716
-9% -$42K 0.17% 175
2019
Q3
$412K Sell
7,715
-1,743
-18% -$93.1K 0.19% 161
2019
Q2
$473K Hold
9,458
0.2% 147
2019
Q1
$494K Sell
9,458
-302
-3% -$15.8K 0.22% 142
2018
Q4
$466K Sell
9,760
-594
-6% -$28.4K 0.24% 133
2018
Q3
$520K Buy
10,354
+648
+7% +$32.5K 0.23% 142
2018
Q2
$489K Buy
9,706
+432
+5% +$21.8K 0.23% 144
2018
Q1
$453K Buy
9,274
+345
+4% +$16.9K 0.22% 145
2017
Q4
$396K Buy
8,929
+856
+11% +$38K 0.19% 157
2017
Q3
$410K Buy
8,073
+987
+14% +$50.1K 0.2% 157
2017
Q2
$382K Buy
7,086
+1,317
+23% +$71K 0.19% 159
2017
Q1
$304K Buy
5,769
+656
+13% +$34.6K 0.16% 176
2016
Q4
$246K Sell
5,113
-59
-1% -$2.84K 0.14% 184
2016
Q3
$279K Sell
5,172
-82
-2% -$4.42K 0.17% 173
2016
Q2
$285K Buy
5,254
+311
+6% +$16.9K 0.17% 168
2016
Q1
$251K Buy
+4,943
New +$251K 0.16% 176