Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-400
Closed -$72K 463
2021
Q1
$72K Hold
400
0.02% 186
2020
Q4
$64K Hold
400
0.02% 182
2020
Q3
$44K Hold
400
0.01% 207
2020
Q2
$44K Hold
400
0.02% 206
2020
Q1
$33K Sell
400
-166
-29% -$13.7K 0.01% 237
2019
Q4
$78K Buy
566
+166
+42% +$22.9K 0.03% 172
2019
Q3
$47K Buy
+400
New +$47K 0.02% 181
2019
Q1
Sell
-260
Closed -$32K 424
2018
Q4
$32K Buy
+260
New +$32K 0.01% 221