Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-360
Closed -$17K 443
2020
Q3
$17K Hold
360
0.01% 437
2020
Q2
$18K Hold
360
0.01% 402
2020
Q1
$17K Hold
360
0.01% 352
2019
Q4
$19K Hold
360
0.01% 370
2019
Q3
$19K Hold
360
0.01% 358
2019
Q2
$18K Hold
360
0.01% 352
2019
Q1
$18K Buy
+360
New +$18K 0.01% 767