Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
$780K Sell
22,496
-1,169
-5% -$40.5K ﹤0.01% 1732
2020
Q3
$548K Sell
23,665
-676
-3% -$15.7K ﹤0.01% 1767
2020
Q2
$581K Buy
24,341
+3,514
+17% +$83.9K ﹤0.01% 1704
2020
Q1
$289K Buy
20,827
+5,294
+34% +$73.5K ﹤0.01% 1927
2019
Q4
$113K Sell
15,533
-3,130
-17% -$22.8K ﹤0.01% 2252
2019
Q3
$142K Buy
18,663
+2,579
+16% +$19.6K ﹤0.01% 2213
2019
Q2
$125K Buy
16,084
+336
+2% +$2.61K ﹤0.01% 2318
2019
Q1
$125K Sell
15,748
-2,504
-14% -$19.9K ﹤0.01% 2224
2018
Q4
$158K Sell
18,252
-16,333
-47% -$141K ﹤0.01% 2179
2018
Q3
$349K Sell
34,585
-5,843
-14% -$59K ﹤0.01% 1947
2018
Q2
$392K Sell
40,428
-5,132
-11% -$49.8K ﹤0.01% 1867
2018
Q1
$316K Sell
45,560
-10,094
-18% -$70K ﹤0.01% 1930
2017
Q4
$444K Sell
55,654
-16,789
-23% -$134K ﹤0.01% 1751
2017
Q3
$412K Buy
72,443
+45,954
+173% +$261K ﹤0.01% 1756
2017
Q2
$133K Buy
26,489
+14,403
+119% +$72.3K ﹤0.01% 2156
2017
Q1
$66K Buy
+12,086
New +$66K ﹤0.01% 2123
2014
Q4
Sell
-14,584
Closed -$263K 1909
2014
Q3
$263K Buy
14,584
+2,036
+16% +$36.7K ﹤0.01% 1466
2014
Q2
$376K Buy
+12,548
New +$376K 0.01% 1269