Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-3,910
Closed -$1.14M 228
2020
Q2
$1.14M Buy
3,910
+110
+3% +$32.1K 0.31% 63
2020
Q1
$883K Sell
3,800
-40
-1% -$9.3K 0.28% 65
2019
Q4
$988K Sell
3,840
-36
-0.9% -$9.26K 0.24% 72
2019
Q3
$858K Buy
3,876
+152
+4% +$33.6K 0.26% 56
2019
Q2
$763K Sell
3,724
-10,834
-74% -$2.22M 0.22% 73
2019
Q1
$2.66M Buy
+14,558
New +$2.66M 0.6% 50