Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-6,945
Closed -$332K 671
2018
Q4
$332K Hold
6,945
﹤0.01% 615
2018
Q3
$270K Sell
6,945
-247
-3% -$9.6K ﹤0.01% 635
2018
Q2
$277K Sell
7,192
-898
-11% -$34.6K ﹤0.01% 642
2018
Q1
$304K Sell
8,090
-531
-6% -$20K ﹤0.01% 642
2017
Q4
$343K Sell
8,621
-748
-8% -$29.8K ﹤0.01% 637
2017
Q3
$454K Sell
9,369
-300
-3% -$14.5K ﹤0.01% 624
2017
Q2
$648K Buy
9,669
+28
+0.3% +$1.88K 0.01% 560
2017
Q1
$630K Sell
9,641
-1,152
-11% -$75.3K 0.01% 550
2016
Q4
$791K Buy
10,793
+24
+0.2% +$1.76K 0.01% 520
2016
Q3
$779K Sell
10,769
-53
-0.5% -$3.83K 0.01% 523
2016
Q2
$819K Sell
10,822
-126
-1% -$9.54K 0.01% 517
2016
Q1
$768K Sell
10,948
-4,730
-30% -$332K 0.01% 515
2015
Q4
$948K Sell
15,678
-187
-1% -$11.3K 0.01% 534
2015
Q3
$893K Sell
15,865
-996
-6% -$56.1K 0.01% 541
2015
Q2
$854K Sell
16,861
-296
-2% -$15K 0.01% 570
2015
Q1
$943K Sell
17,157
-124
-0.7% -$6.82K 0.01% 559
2014
Q4
$1.04M Sell
17,281
-202
-1% -$12.2K 0.01% 536
2014
Q3
$867K Sell
17,483
-50
-0.3% -$2.48K 0.01% 582
2014
Q2
$943K Buy
17,533
+1,930
+12% +$104K 0.01% 567
2014
Q1
$801K Sell
15,603
-164
-1% -$8.42K 0.01% 566
2013
Q4
$740K Buy
15,767
+213
+1% +$10K 0.01% 575
2013
Q3
$716K Buy
15,554
+2,193
+16% +$101K 0.01% 567
2013
Q2
$656K Buy
+13,361
New +$656K 0.01% 553