Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,670
Closed -$68K 1793
2021
Q1
$68K Buy
2,670
+1,474
+123% +$37.5K ﹤0.01% 718
2020
Q4
$24K Buy
+1,196
New +$24K ﹤0.01% 919
2019
Q4
Sell
-18,141
Closed -$135K 1464
2019
Q3
$135K Buy
+18,141
New +$135K 0.04% 383
2018
Q3
Sell
-4,403
Closed -$57K 1175
2018
Q2
$57K Buy
+4,403
New +$57K 0.02% 401
2017
Q1
Sell
-118
Closed -$2K 994
2016
Q4
$2K Sell
118
-11,182
-99% -$190K ﹤0.01% 792
2016
Q3
$110K Buy
+11,300
New +$110K 0.06% 330