Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-138
Closed -$4.78K 1128
2021
Q1
$4.78K Buy
+138
New +$4.78K ﹤0.01% 1069
2017
Q3
Hold
0
1556
2017
Q2
Sell
-13,389
Closed -$97K 1466
2017
Q1
$97K Sell
13,389
-29,258
-69% -$212K ﹤0.01% 1378
2016
Q4
$328K Sell
42,647
-24,900
-37% -$192K ﹤0.01% 961
2016
Q3
$496K Buy
+67,547
New +$496K ﹤0.01% 829
2015
Q3
Hold
0
1404
2015
Q2
Sell
-108
Closed -$1K 2390
2015
Q1
$1K Sell
108
-12,590
-99% -$117K ﹤0.01% 1297
2014
Q4
$127K Sell
12,698
-43,070
-77% -$431K ﹤0.01% 1081
2014
Q3
$533K Buy
55,768
+4,049
+8% +$38.7K ﹤0.01% 716
2014
Q2
$423K Buy
+51,719
New +$423K ﹤0.01% 775