Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5450
2021
Q2
Hold
0
5232
2021
Q1
Hold
0
5059
2020
Q4
Hold
0
4804
2020
Q3
Hold
0
4599
2020
Q2
Hold
0
4362
2020
Q1
Hold
0
4231
2018
Q4
Sell
-184
Closed -$28K 4115
2018
Q3
$28K Sell
184
-51
-22% -$7.53K ﹤0.01% 2270
2018
Q2
$31K Sell
235
-280
-54% -$36.9K ﹤0.01% 2215
2018
Q1
$59K Hold
515
﹤0.01% 1724
2017
Q4
$59K Sell
515
-135
-21% -$14.5K ﹤0.01% 1741
2017
Q3
$67K Buy
650
+27
+4% +$2.66K ﹤0.01% 1819
2017
Q2
$58K Sell
623
-227
-27% -$19.1K ﹤0.01% 1875
2017
Q1
$69K Sell
850
-14
-2% -$1.17K ﹤0.01% 1735
2016
Q4
$76K Buy
864
+328
+61% +$27.8K ﹤0.01% 1625
2016
Q3
$43K Sell
536
-12
-2% -$925 ﹤0.01% 1916
2016
Q2
$41K Buy
+548
New +$43.5K ﹤0.01% 1904
2016
Q1
Sell
-698
Closed -$74K 3923
2015
Q4
$74K Buy
+698
New +$75.3K 0.01% 1354