Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-27,926
Closed -$222K 509
2021
Q3
$222K Buy
+27,926
New +$222K 0.15% 238
2019
Q1
Sell
-2,324
Closed -$4K 1802
2018
Q4
$4K Buy
+2,324
New +$4K ﹤0.01% 1246