Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,964
Closed -$16K 148
2020
Q1
$16K Sell
1,964
-600
-23% -$4.89K ﹤0.01% 356
2019
Q4
$28K Sell
2,564
-100
-4% -$1.09K ﹤0.01% 324
2019
Q3
$26K Hold
2,664
﹤0.01% 330
2019
Q2
$31K Buy
+2,664
New +$31K ﹤0.01% 327