Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
$178K Hold
4,228
﹤0.01% 850
2019
Q2
$212K Hold
4,228
0.01% 807
2019
Q1
$209K Buy
4,228
+728
+21% +$36K 0.01% 790
2018
Q4
$149K Hold
3,500
﹤0.01% 835
2018
Q3
$277K Buy
3,500
+728
+26% +$57.6K 0.01% 766
2018
Q2
$211K Hold
2,772
0.01% 777
2018
Q1
$206K Buy
2,772
+28
+1% +$2.08K 0.01% 778
2017
Q4
$218K Buy
2,744
+532
+24% +$42.3K 0.01% 768
2017
Q3
$144K Buy
2,212
+252
+13% +$16.4K ﹤0.01% 817
2017
Q2
$106K Buy
1,960
+728
+59% +$39.4K ﹤0.01% 843
2017
Q1
$75K Sell
1,232
-140
-10% -$8.52K ﹤0.01% 828
2016
Q4
$78K Buy
+1,372
New +$78K ﹤0.01% 798