Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-3,000
Closed -$12K 4943
2019
Q4
$12K Buy
+3,000
New +$440K ﹤0.01% 2549
2018
Q2
Sell
-5,000
Closed -$27K 5136
2018
Q1
$27K Hold
5,000
﹤0.01% 2075
2017
Q4
$42K Buy
+5,000
New +$446K ﹤0.01% 2008
2017
Q2
Sell
-4,800
Closed -$4K 7261
2017
Q1
$4K Sell
4,800
-5,600
-54% -$388K ﹤0.01% 4952
2016
Q4
$51K Buy
10,400
+5,400
+108% +$366K ﹤0.01% 2527
2016
Q3
$26K Buy
5,000
+1,000
+25% +$70.6K ﹤0.01% 3165
2016
Q2
$1K Buy
+4,000
New +$280K ﹤0.01% 6254

Other funds holding STE