Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Sell
-20,251
Closed -$2.15M 249
2020
Q1
$2.15M Sell
20,251
-18,973
-48% -$2.01M 0.02% 209
2019
Q4
$5.03M Buy
39,224
+5,334
+16% +$683K 0.04% 203
2019
Q3
$4.71M Buy
+33,890
New +$4.71M 0.04% 194
2013
Q3
Sell
-13,912
Closed -$2.54M 376
2013
Q2
$2.54M Buy
+13,912
New +$2.54M 0.03% 295