Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q2
Hold
0
604
2020
Q1
Sell
-200
Closed -$9K 2098
2019
Q4
$9K Buy
+200
New +$9K ﹤0.01% 1795
2017
Q4
Sell
-1,760
Closed -$63K 287
2017
Q3
$63K Buy
1,760
+1,000
+132% +$35.8K 0.02% 632
2017
Q2
$25K Sell
760
-375
-33% -$12.3K 0.01% 995
2017
Q1
$39K Sell
1,135
-4,210
-79% -$145K 0.01% 802
2016
Q4
$194K Sell
5,345
-1,290
-19% -$46.8K 0.03% 474
2016
Q3
$197K Buy
6,635
+1,775
+37% +$52.7K 0.04% 474
2016
Q2
$154K Buy
4,860
+1,200
+33% +$38K 0.05% 357
2016
Q1
$112K Hold
3,660
0.04% 397
2015
Q4
$109K Buy
3,660
+150
+4% +$4.47K 0.04% 394
2015
Q3
$96K Buy
3,510
+750
+27% +$20.5K 0.03% 436
2015
Q2
$91K Sell
2,760
-300
-10% -$9.89K 0.03% 492
2015
Q1
$94K Buy
3,060
+375
+14% +$11.5K 0.03% 482
2014
Q4
$82K Sell
2,685
-1,675
-38% -$51.2K 0.03% 519
2014
Q3
$147K Sell
4,360
-1,150
-21% -$38.8K 0.03% 539
2014
Q2
$190K Buy
+5,510
New +$190K 0.1% 160