Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,700
Closed -$309K 1248
2021
Q1
$309K Buy
+4,700
New +$309K ﹤0.01% 796
2019
Q3
Sell
-3,612
Closed -$308K 1830
2019
Q2
$308K Sell
3,612
-10,643
-75% -$908K ﹤0.01% 1136
2019
Q1
$1.23M Buy
+14,255
New +$1.23M 0.01% 632
2018
Q1
Sell
-10,345
Closed -$589K 1734
2017
Q4
$589K Buy
+10,345
New +$589K ﹤0.01% 998
2014
Q4
Sell
-5,683
Closed -$276K 1399
2014
Q3
$276K Buy
5,683
+866
+18% +$42.1K ﹤0.01% 1008
2014
Q2
$257K Buy
+4,817
New +$257K ﹤0.01% 1024