Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-2,888
Closed -$273K 882
2020
Q4
$273K Buy
2,888
+224
+8% +$21.2K ﹤0.01% 802
2020
Q3
$209K Buy
+2,664
New +$209K ﹤0.01% 818