Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-3,374
Closed -$154K 5535
2019
Q2
$154K Buy
3,374
+167
+5% +$7.62K ﹤0.01% 2516
2019
Q1
$154K Buy
3,207
+465
+17% +$22.3K ﹤0.01% 2501
2018
Q4
$91K Buy
2,742
+319
+13% +$10.6K ﹤0.01% 2720
2018
Q3
$102K Sell
2,423
-370
-13% -$15.6K ﹤0.01% 2740
2018
Q2
$96K Sell
2,793
-229
-8% -$7.87K ﹤0.01% 2560
2018
Q1
$150K Buy
3,022
+384
+15% +$19.1K ﹤0.01% 2206
2017
Q4
$128K Sell
2,638
-859
-25% -$41.7K ﹤0.01% 2373
2017
Q3
$139K Buy
3,497
+457
+15% +$18.2K ﹤0.01% 2136
2017
Q2
$106K Buy
3,040
+434
+17% +$15.1K ﹤0.01% 2264
2017
Q1
$72K Buy
2,606
+555
+27% +$15.3K ﹤0.01% 2418
2016
Q4
$63K Buy
2,051
+152
+8% +$4.67K ﹤0.01% 2431
2016
Q3
$53K Buy
1,899
+157
+9% +$4.38K ﹤0.01% 2501
2016
Q2
$49K Buy
+1,742
New +$49K ﹤0.01% 2434