Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,316
Closed -$40K 765
2021
Q1
$40K Hold
1,316
0.01% 400
2020
Q4
$37K Buy
+1,316
New +$37K 0.02% 288
2020
Q3
Sell
-1,119
Closed -$25K 483
2020
Q2
$25K Buy
+1,119
New +$25K 0.02% 289
2019
Q4
$27K Buy
+1,119
New +$27K 0.03% 289