Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-309
Closed -$99K 735
2021
Q1
$99K Buy
+309
New +$99K 0.03% 271
2020
Q4
Sell
-532
Closed -$250K 562
2020
Q3
$250K Buy
+532
New +$250K 0.06% 174