Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-464
Closed -$64K 206
2021
Q1
$64K Hold
464
0.02% 331
2020
Q4
$60K Buy
+464
New +$60K 0.03% 239
2020
Q3
Sell
-464
Closed -$36K 240
2020
Q2
$36K Buy
+464
New +$36K 0.03% 255
2019
Q4
$44K Buy
+464
New +$44K 0.04% 242