Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-143
Closed -$7K 2289
2018
Q4
$7K Sell
143
-4,170
-97% -$204K ﹤0.01% 1477
2018
Q3
$168K Buy
+4,313
New +$168K 0.08% 240
2017
Q4
Sell
-243
Closed -$12K 1671
2017
Q3
$12K Buy
243
+103
+74% +$5.09K ﹤0.01% 1159
2017
Q2
$9K Hold
140
﹤0.01% 1381
2017
Q1
$9K Sell
140
-1,167
-89% -$75K ﹤0.01% 1342
2016
Q4
$96K Sell
1,307
-299
-19% -$22K 0.02% 704
2016
Q3
$116K Buy
1,606
+1,195
+291% +$86.3K 0.02% 613
2016
Q2
$31K Buy
411
+276
+204% +$20.8K 0.01% 804
2016
Q1
$9K Buy
135
+2
+2% +$133 ﹤0.01% 1217
2015
Q4
$8K Buy
133
+1
+0.8% +$60 ﹤0.01% 1269
2015
Q3
$7K Buy
132
+1
+0.8% +$53 ﹤0.01% 1343
2015
Q2
$6K Buy
131
+2
+2% +$92 ﹤0.01% 1451
2015
Q1
$7K Buy
129
+1
+0.8% +$54 ﹤0.01% 1400
2014
Q4
$8K Sell
128
-1,268
-91% -$79.3K ﹤0.01% 1356
2014
Q3
$69K Buy
+1,396
New +$69K 0.01% 802