Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-309
Closed -$60K 413
2021
Q1
$60K Hold
309
0.02% 340
2020
Q4
$55K Buy
+309
New +$55K 0.03% 251
2020
Q3
Sell
-173
Closed -$25K 340
2020
Q2
$25K Buy
+173
New +$25K 0.02% 286
2019
Q4
$27K Buy
+173
New +$27K 0.03% 284