Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-229
Closed -$38K 259
2021
Q1
$38K Sell
229
-12
-5% -$1.99K 0.01% 407
2020
Q4
$32K Buy
+241
New +$32K 0.02% 302
2020
Q3
Sell
-235
Closed -$28K 265
2020
Q2
$28K Buy
+235
New +$28K 0.03% 277