| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $224K | Hold |
20,724
| – | – | 0.02% | 422 |
|
|
2017
Q3 | $228K | Sell |
20,724
-1,927
| -9% | -$21.2K | 0.01% | 470 |
|
|
2017
Q2 | $252K | Sell |
22,651
-2,632
| -10% | -$29.3K | 0.02% | 474 |
|
|
2017
Q1 | $283K | Sell |
25,283
-57
| -0.2% | -$638 | 0.02% | 494 |
|
|
2016
Q4 | $294K | Sell |
25,340
-8,389
| -25% | -$97.3K | 0.02% | 467 |
|
|
2016
Q3 | $433K | Buy |
33,729
+1,530
| +5% | +$19.6K | 0.03% | 397 |
|
|
2016
Q2 | $402K | Sell |
32,199
-895
| -3% | -$11.2K | 0.03% | 404 |
|
|
2016
Q1 | $391K | Sell |
33,094
-5,863
| -15% | -$69.3K | 0.02% | 469 |
|
|
2015
Q4 | $373K | Sell |
38,957
-22,383
| -36% | -$214K | 0.02% | 468 |
|
|
2015
Q3 | $601K | Sell |
61,340
-111
| -0.2% | -$1.09K | 0.02% | 464 |
|
|
2015
Q2 | $815K | Sell |
61,451
-237
| -0.4% | -$3.14K | 0.02% | 495 |
|
|
2015
Q1 | $793K | Buy |
61,688
+783
| +1% | +$10.1K | 0.02% | 473 |
|
|
2014
Q4 | $839K | Hold |
60,905
| – | – | 0.03% | 471 |
|
|
2014
Q3 | $864K | Sell |
60,905
-497
| -0.8% | -$7.05K | 0.02% | 485 |
|
|
2014
Q2 | $955K | Hold |
61,402
| – | – | 0.03% | 479 |
|
|
2014
Q1 | $877K | Buy |
+61,402
| New | +$877K | 0.03% | 475 |
|