Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-103
Closed -$27K 797
2020
Q4
$27K Buy
+103
New +$27K 0.01% 323
2020
Q3
Sell
-345
Closed -$48K 305
2020
Q2
$48K Buy
+345
New +$48K 0.04% 225
2019
Q4
$42K Buy
+275
New +$42K 0.04% 248