Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,035
Closed -$41K 266
2021
Q1
$41K Hold
2,035
0.01% 393
2020
Q4
$55K Buy
+2,035
New +$55K 0.03% 250
2020
Q3
Sell
-1,904
Closed -$34K 270
2020
Q2
$34K Buy
+1,904
New +$34K 0.03% 264
2019
Q4
$22K Buy
+1,304
New +$22K 0.02% 306