Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$651K Buy
2,611
+64
+3% +$16K 0.15% 135
2020
Q3
$542K Sell
2,547
-9
-0.4% -$1.92K 0.15% 136
2020
Q2
$554K Buy
2,556
+194
+8% +$42K 0.16% 132
2020
Q1
$498K Buy
+2,362
New +$498K 0.16% 125