Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Hold
0
5060
2021
Q2
Sell
-3,000
Closed -$18K 4858
2021
Q1
$18K Hold
3,000
﹤0.01% 1895
2020
Q4
$12K Sell
3,000
-1,535
-34% -$6.14K ﹤0.01% 2012
2020
Q3
$11K Sell
4,535
-575
-11% -$1.4K ﹤0.01% 1877
2020
Q2
$15K Hold
5,110
﹤0.01% 1677
2020
Q1
$18K Hold
5,110
﹤0.01% 1539
2019
Q4
$49K Sell
5,110
-138
-3% -$1.32K ﹤0.01% 1264
2019
Q3
$67K Buy
+5,248
New +$67K ﹤0.01% 1239
2019
Q1
$81K Sell
4,673
-1,000
-18% -$17.3K 0.01% 775
2018
Q4
$92K Hold
5,673
0.01% 1236
2018
Q3
$112K Hold
5,673
﹤0.01% 1399
2018
Q2
$108K Sell
5,673
-44
-0.8% -$838 ﹤0.01% 1427
2018
Q1
$127K Hold
5,717
0.01% 1246
2017
Q4
$127K Sell
5,717
-1,100
-16% -$24.4K 0.01% 1244
2017
Q3
$119K Sell
6,817
-1,400
-17% -$24.4K ﹤0.01% 1449
2017
Q2
$125K Hold
8,217
0.01% 1400
2017
Q1
$126K Hold
8,217
0.01% 1362
2016
Q4
$132K Hold
8,217
0.01% 1273
2016
Q3
$120K Sell
8,217
-1,000
-11% -$14.6K 0.01% 1270
2016
Q2
$120K Buy
9,217
+4,544
+97% +$59.2K 0.01% 1230
2016
Q1
$81K Buy
4,673
+138
+3% +$2.39K 0.01% 775
2015
Q4
$38K Buy
+4,535
New +$38K ﹤0.01% 1777