Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,420
Closed -$81K 159
2020
Q3
$81K Sell
11,420
-4,678
-29% -$33.2K 0.06% 140
2020
Q2
$111K Hold
16,098
0.08% 149
2020
Q1
$83K Hold
16,098
0.09% 110
2019
Q4
$194K Buy
+16,098
New +$194K 0.14% 151